Custom fields

Applies when creating a private or legal person

The purpose of the custom fields is to enable Tuum customers to add custom data to the person record. Click Add custom field to add custom fields.

Add custom fields values

For example, custom fields can have values such as bank details including bank identifier, location, and address. To add the fields, follow the steps:

1. Go to Administration > Settings > Custom fields settings. The content menu displays the modules according to your subscription.

1. Click Person on the content menu and choose if you want to create a new custom field for Person or Person relationship.

1. Click Add field set to add a new set of fields (sections). You can also edit the existing fields and add new fields to the field sets. In the example below the set of fields is called Testing field set.

1. To add new values, click the Add field and insert the parameters for the new value. Once the value is added, you can modify it.

To modify the custom field set or custom values, click the pencil sign.