How to add custom fields to your records
Every business tracks something a little different. RushFlow lets you add custom fields to capture the extra details you need on your records — so the system fits your business, not the other way round. Once added, a custom field isn’t just stored: it shows as a column in your lists and is available in the report builder, so the detail you capture is detail you can find, filter and total.
Step by step
- Define a custom fieldWeb: in settings, create a custom field with its name and type, on the record type you want (customers, suppliers, products, sales, purchases or expenses).
- Fill it in on recordsThe field appears on the record so you can capture the extra detail when you create or edit it.
- See it in listsYour custom fields appear as extra columns in the matching list — for example a custom field on customers shows in the customers list.
- Report on itIn the report builder, custom fields appear as fields you can add as columns, filter by, group by, and (for number fields) total.
Which records support custom fields
- Customers and suppliers
- Products
- Sales, purchases and expenses
Where to find it
Web: custom-field settings to define them; the record’s form to fill them in; the matching list and the report builder to use them.
Frequently asked questions
Can I add my own fields to products or customers?
Yes. Add custom fields to customers, suppliers, products, sales, purchases and expenses to capture the extra details your business needs.
Do custom fields show up in lists and reports?
Yes. A custom field appears as a column in the matching list and as a field in the report builder — so you can add it as a column, filter and group by it, and total number fields.
Ready to run your business on RushFlow?
Start a free trial, or explore the live demo — no credit card needed.
Create your account →