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Custom fields let you store additional information on a household beyond the standard fields. If your book has custom fields configured for households, they appear in the Custom fields section of the Records tab.

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View and edit custom fields

Each field displays its name and current value. Click any field to edit it inline — changes save automatically. By default, the first four custom fields are visible. Click Show more to see the rest, or Show less to collapse them.
Custom fields for households are configured in your book’s settings under Settings → Data customizations → Custom fields, and apply to both clients and prospects. If no custom fields are set up, this section won’t appear.

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FAQ

No. Clients and prospects share the same household custom fields — a field created for households appears on both.
Yes. Custom fields appear as filter options on the clients and prospects list pages.
Yes. On the clients or prospects list page, select multiple households, open the bulk actions menu, and choose Update custom field. Every field type is supported, including link and URL fields. To empty a field instead of setting a new value, turn on Clear value — the value for that field is removed from every selected record.