- Open the menu at the top right, choose Settings, then Custom fields.
- Choose where the field goes (employees, vendors or requirements), name it, and pick the kind: text, number, date, or a list of choices.
- Click “Add field”.
The new field appears when you add or edit an employee, vendor or requirement. Employee and vendor details show in their lists, requirement details show on the requirement’s page, and every custom field is included in the spreadsheet exports on the Export & delete page.
Tip: Up to 10 custom fields each for employees, vendors and requirements.