Settings
Create custom fields
This guide explains how to create custom fields and how to check the result before you finish.
Reviewed by LocalCMO Editorial Team Last reviewed
Before you start
- You can open Settings.
- You know the agency account, member, brand, domain, client portal, or preference you want to change.
- You have access to the current setting, affected users, and required account or domain access.
Steps
Choose the right scope
Open Settings and select the agency account, member, brand, domain, client portal, or preference you want to change.
Check the current state
Review the current setting, affected users, and required account or domain access. Keep the current value or status visible before you make a change.
Create custom fields
Extend records with agency-specific data while keeping client and location schemas distinct.
Review before you finish
Preview customer-facing changes and check member access before you save.
Confirm the saved or submitted result
The setting is saved for the intended account and does not change unrelated clients or locations.
EXPECTED RESULT
What you should see when you finish
- The setting is saved for the intended account and does not change unrelated clients or locations.
- The page shows the client or location you intended to change or review.
- Any approval, publishing, or follow-up status is recorded separately from the draft.
If something does not look right
The option or data is missing
Check the selected scope, date range, account connection, and your permissions. Settings depend on account role, plan, connected services, domain control, and workspace permissions.
The result does not match the source
Return to Settings, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.
Create custom fields FAQ
What does “Create custom fields” help me do?
Extend records with agency-specific data while keeping client and location schemas distinct.
How do I know this task is complete?
The setting is saved for the intended account and does not change unrelated clients or locations.
What should I do if the option or data is missing?
Check the selected scope, account connection, date range, and permissions. Settings depend on account role, plan, connected services, domain control, and workspace permissions.