What happens when the standard fields don’t quite capture the unique information your business needs to track?
That’s where OfficeClip Custom Fields come in. Custom fields in OfficeClip empower organizations to capture and manage data tailored to their specific needs—going far beyond the limitations of fixed, pre-defined fields.
This flexible feature allows you to tailor your database, ensuring you capture every vital detail across your Contacts, Timesheets, and Issue Tracking modules.
Below, we detail how these fields are applied and managed within each module.
Custom Fields in Contacts Module:
OfficeClip’s Contact Manager allows you to add user-defined fields (UDFs) to store information beyond the standard contact fields.
For example: Track a client’s specific Industry Vertical (using a List field type), their Preferred Communication Time (using a Date/Time field).
Each type is designed for a different data scenario, making the Contacts module highly adaptable to any industry.
Custom Fields available in Contacts:
There are multiple fields available in Contacts like – Boolean, Calculated field, Currency, List field, Date, Date Time, Email, Float, Hyperlink, Text, Number. You can configure these fields as required. See the description of field types and how these fields work: Manage custom fields in Contacts.
Custom Fields in Timesheet:
Custom fields in the Timesheet module allow organizations to record important, company-specific information during time entry. For examples you can add fields like “Project Code,” “Shift Type,” or “Supervisor Approval Needed” in the timesheets.
OfficeClip lets administrators define these fields to align with organizational workflows, ensuring each timesheet captures exactly what is needed for billing, reporting, or compliance purposes.
Custom Fields available in Timesheet:
The fields available in timesheet are List and Text fields. These fields can be used to added to timesheet Row, timesheet detail or timesheets. Understand how these fields work in timesheets – Manage custom fields in Timesheet module.
Custom Fields in Issue Tracker:
In the Issue Tracker, custom fields are crucial for tailoring the software to support unique processes—such as “Root Cause,” “Severity Level,” or “Department Responsible.” These fields help teams classify, prioritize, and analyze issues with greater clarity.
Using a mix of field types, organizations can add dropdowns, number fields, date pickers, and more—making it easy to adapt the Issue Tracker to any project or compliance scenario.
Custom Fields available in Issue Tracker:
The fields available in Issue tracker modules are List, User, Date, Text, Email, Number, Decimal and Boolean. Understand how these fields work – Managing custom fields in Issue Tracker.
Benefits of using custom fields across OfficeClip modules:
- Captures unique, organization-specific data that standard fields cannot accommodate.
- Choose from multiple field types (text, date, list, number, Boolean, lookup, etc.) to fit different data needs.
- Mandate field input or restrict editing to maintain data integrity and security based on user roles.
- Streamline data entry with configurable visibility and field ordering tailored to each module’s workflow.
- Enhance reporting and analytics by including custom fields in advanced filters and exportable reports.
- Make the processes more consistent and reliable by organizing and checking data in a uniform way.
- Support workflow automation and data-driven decision-making by structuring information precisely.
- Tailor the platform to various industries, teams, and project requirements without custom coding.
OfficeClip custom fields provide the foundation for a highly configurable platform, ensuring all your critical data fits your processes—not the other way around. Whether in Contacts, Timesheet, or Issue Tracking, these flexible fields empower your business to collect precise information, enabling better analytics, workflow automation, and compliance.
Deepa Kapoor is an online writer for small businesses. She loves to write on the advancements of new technologies and how it affects our lives. She always explores ways to make small businesses more profitable. When not writing, she enjoys reading books and cooking exotic traditional food.
