--- title: How To Assign Custom Fields description: How To Assign Custom Fields --- [Skip to content](https://support.palletconnect.com/knowledge-base/how-to-assign-custom-fields#main-content) English Show submenu for translations [![logo1\_on\_transparent](https://support.palletconnect.com/hs-fs/hubfs/Logo%20pack/logo1_on_transparent.png?width=300&height=30&name=logo1_on_transparent.png)](https://support.palletconnect.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en) 2. [Settings](https://support.palletconnect.com/knowledge-base/settings?hsLang=en) 3. [Features](https://support.palletconnect.com/knowledge-base/settings?hsLang=en#features) # How To Assign Custom Fields `` Custom Fields allow companies to capture additional information that is not included in the system's default fields. These fields can be created to suit specific business needs and help organize information within the system. This article explains how to Assign Custom Fields. For instructions on how to set them up, refer to the related article, How to Create Custom Fields. `` ### CONTACTS `` Tip: Tip! If a Custom Field is not displayed where expected, check the Custom Fields setting, in case parameters need to be changed. `` 1\. Custom fields that are located in a contact profile can be seen, as a list, in the Manage Contact pages e.g. 'Manage Customers'. Ensure that the column is visible on the report by clicking on the manage columns icon and searching for the custom field by name. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-10-15/8017d46d-8284-467f-8f52-a98bf6ae407b/screenshot_d44617c3100f4878958eb360f97aa8fe_text_export.jpeg) `` 2\. To view and fill out the custom field in a contact profile, click on the company from the Manage Contact page or type the name into the global search tool. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/org_cb2a08731f7f4eb4adfacb7a9536d12f/team_dbfdde103a16458e967e15069a70e0b1/document_153bf5061e8e4e9d935b1d4349acbd40/steps/step_086fcfe0a4ef4d1bbe9292e4718bb72e_3534d45494914a76b57f9254b2811d7a_a023e80a4cd74531a4fd7e108955e037_text_export.jpeg) `` 3\. Click "Edit Contact" from the profile dashboard. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-10-15/1f1f5f63-bf34-4696-a55c-2d7445433c6d/user_cropped_screenshot_8d1943a7700545dc89194eb962e05886_text_export.jpeg) `` 4\. Click the "Custom Data" tab. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/org_cb2a08731f7f4eb4adfacb7a9536d12f/team_dbfdde103a16458e967e15069a70e0b1/document_153bf5061e8e4e9d935b1d4349acbd40/steps/step_5165517e5cfd48e2903af07586a69a6c_948e0636d8df4ba4a52a8d8ab6a46632_686f3c334030490786cadb4dd46d8941_text_export.jpeg) `` 5\. The active Custom Fields will be listed. Information can be inputted as needed. Click on the 'i' icon to display any description attached. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-10-15/4558a31a-89b8-436d-b287-f378861bf6ed/user_cropped_screenshot_daf17223d4994a8e8f05bb562e1a1579_text_export.jpeg) `` 6\. Click "Save" to complete changes. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/org_cb2a08731f7f4eb4adfacb7a9536d12f/team_dbfdde103a16458e967e15069a70e0b1/document_153bf5061e8e4e9d935b1d4349acbd40/steps/step_9bbc51593d204078af999525e13eb231_a8d74f910baf468b924a109125c45fe4_3641f7bbf44e4693821b5553eae68d50_text_export.jpeg) `` ### TRANSACTION `` 7\. Custom fields can be filled out during a transaction also e.g. Customer Order. Create the transaction as usual. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/org_cb2a08731f7f4eb4adfacb7a9536d12f/team_dbfdde103a16458e967e15069a70e0b1/document_153bf5061e8e4e9d935b1d4349acbd40/steps/step_b5813db3e4764e6f9254faac0def97f6_5ed66c35255043f382e89284e0571f3b_89a800fa13c44f91beaa0423dd9e6ce7_text_export.jpeg) `` 8\. On the last screen before confirming, active custom fields will be listed. Click "Confirm Order" to save, as usual. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-10-15/15ba99e2-1b33-489d-8c0d-661a3f581c4b/user_cropped_screenshot_d446f7aa7e5e4841b387d8eb2ed6b16e_text_export.jpeg) `` 9\. The custom field will be displayed on the transaction screen. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-10-15/ee82bc39-e0ba-4a1c-b78b-2e7e6bfe257e/user_cropped_screenshot_848338179d2d466381e62edad4a9672e_text_export.jpeg) `` 10\. Custom Fields will also be displayed on documents. View the relevant document from the menu. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/org_cb2a08731f7f4eb4adfacb7a9536d12f/team_dbfdde103a16458e967e15069a70e0b1/document_153bf5061e8e4e9d935b1d4349acbd40/steps/step_04041d19818d4363bac0f3e6054bd1eb_d86c272848da420383cc279eaa184d56_d95feecfc82740928ac6fbdf94dc06a6_text_export.jpeg) `` 11\. It is possible for Custom Fields to show from both the transaction and the contact profile. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2026-10-15/67c21b0a-43f5-41c3-a971-8ca56fa93bae/user_cropped_screenshot_88c5289353494e8990b41a13e89d6235_text_export.jpeg) `` ### STOCK ITEM PROFILE `` 12\. A Custom Field can also be added to a Stock Item profile. `` Click on the item name from a Manage Stock page, or type the item name into the global search tool. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/org_cb2a08731f7f4eb4adfacb7a9536d12f/team_dbfdde103a16458e967e15069a70e0b1/document_153bf5061e8e4e9d935b1d4349acbd40/steps/step_ffa24be4948d4dd48b2a16fbee2d1ed8_8987b374fb284db7997b1d344b05e3d5_39727619f0804b3daa7796d0ac000f4c_text_export.jpeg) `` 13\. From the Stock Item Profile, Click the "Custom Data" tab. `` ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/org_cb2a08731f7f4eb4adfacb7a9536d12f/team_dbfdde103a16458e967e15069a70e0b1/document_153bf5061e8e4e9d935b1d4349acbd40/steps/step_99cf72f0c8f84272bd33e1a6d48e3906_cd91cb75bef644c0a99b41a5d34a9196_643ed16c74d44ee39540ae2c95ba8bf1_text_export.jpeg) `` 14\. 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