Custom fields (Advanced): Create, edit, delete

TaxDome provides a whole set of CRM fields, but you may want to create some custom fields to add details about your accounts and contacts. Some examples of custom fields for accounts would include Address, City and Type; while examples of custom fields for contacts could include Birthday and Best Time to Call.

Custom field types

You can create custom fields for accounts or contacts. A custom field can be created by a firm owner, admin or team member with access rights to manage custom fields.

To create a custom field in TaxDome, you need to select the type first. Selecting the type (such as text, number, URL) helps avoid entering incorrect data in the field (for example, an email field must be in the format of example@email.com).

TaxDome custom fields support the following types:

• Text: Can be used for any additional info you need to have about your clients. For example, you may want to add a Job Title or a Pronoun custom field. It supports all symbols.
• Date: Can be used to set dates. It supports MMM-DD-YYYY, MMM/DD/YYYY, MM-DD-YYYY and MM/DD/YYYY date formats for US firms. For non-US firms, DD-MM-YYYY and DD/MM/YYYY formats will be applied. The date can be selected from the calendar or typed in manually. Learn more about changing date formats.
• Dropdown: Can be used to select one or more of the available options. You can add as many options as you need. These custom fields support all symbols. There are two subtypes of dropdowns:
  • Single select dropdowns allow you to select only one option from the list.
  • Multiselect dropdowns allow you to select any number of options from the list. To enable multiselect dropdowns, toggle Allow multiselect on.

• Email: Can be used to add email addresses for your contact — for example, a secondary email address such as work or personal email. Portal access, notifications and email sync settings could be toggled on and off for each of the contact's email addresses. It supports uppercase and lowercase letters of the Latin alphabet, as well as digits and printable characters (such as punctuation marks). Email should be in the email@example.com format. This type is available for contact custom fields only.
• Number: Can be used to add phone numbers, social security numbers, EINs, etc. It supports digits and the plus, minus, comma and period characters (that is, "+", "-", "," and "." ).
• URL: Can be used to add URLs — links to social networks, websites, etc. The link should be typed in as one of the following formats: example.com, www.example.com or https://www.example.com.
• User: Can be used to select a team member. For example, you can use it to store information about previous tax preparers. This type is available for the account custom fields only. 
  If you want to set specific team members as tax preparers, consultants, bookkeepers or account managers for your clients, consider using account roles instead of custom fields. This will allow you to automate task and job assignments.

Note! Team members selected in the User type of custom fields must have account access.

Create account custom fields

You can create account custom fields either from the Custom Fields page, from the client's account or when importing your client data to TaxDome.

From the Custom Fields page

You can add account custom fields whenever you want:

1. Go to Templates > Custom Fields from the sidebar menu, then click Add field.

2. Enter a name for the field (for example, EIN, SSN or Best time to call)

3. Select the field type, then click Save. Once you've created the new custom field, it will be available for all of your accounts.

While importing

Create new custom fields for accounts while importing your client data to TaxDome:

1. Once you’ve reached the Map Accounts stage of your import, and there’s no custom field to pair with a column header name you used on your spreadsheet, in the Action column, select Sync field. Create a new custom field by selecting New field from the dropdown menu.

2. Under Field name, enter what you would like to call it; for example, City, Phone or Website.

3. Select the field type and click Save.

Once the import has been completed, the new custom field will be available for all your accounts.

From a client profile

Inside a client account, go to the  Info tab, click Edit, then click on the three dots to the right of Account info and select Add account custom field. Fill in the name for your new custom field, select the type, then click Save. Once you've created the new custom field, it will be available for all of your accounts.

You can also add custom fields the same way when creating a new account.

Create contact custom fields

You can create contact custom fields either from the  Custom Fields page or when importing your client data to TaxDome.

From the Custom Fields page

Add new custom fields to your contacts whenever you want:

1. Go to Templates > Custom Fields from the sidebar menu bar, then switch to the Contacts tab and click Add field.

2. Enter a name for the new custom field under  Field name — for example, Birthday, EIN, SSN or Best time to call.

3. Select the field type and click Save. Once you've created the new custom field, it will be available for all of your contacts.

While importing

You can add custom fields to your contacts when you import your client data to TaxDome:

1. Once you’ve reached the Map contacts stage of your import, and there’s no custom field to pair with a column header name you used on your spreadsheet, in the Action column, select Sync field.

2. Enter  Field name; for example, Phone, Date of birth or Email.

3. Select the field type and click  Save.

Once the import has been completed, the new custom field will be available for all your contacts.

Edit & delete custom fields

You can always manage the custom fields you’ve created. Go to Templates > Custom fields from the left menu bar, then choose Contacts or Accounts.

• To edit: Click the pencil icon to the far right of the field you want to edit, make your changes, then click Save.
  • When you edit a custom field of the Dropdown type, you can change the order of options by clicking and holding the six dots icon to the left of the option name; to add more options click Add option, to delete some — click the trash icon to the far right of the option name.
• To change the order in the client account: Click and hold the six-dot icon to the far left of the field and drag-and-drop it.
• To delete: Click on the trash can icon to the far right of the field you want to remove, then confirm. Once a field has been deleted, it will no longer be available in your contacts or accounts. Also, this affects all templates in which the custom field was used as a shortcode.

Note! You can't change the field type after its creation. If you want to edit the field type, delete the custom field and create a new one with another field type.