Custom Fields – Valkre

Help Guide

Custom Fields

Account Settings › Customers › Custom Fields

Overview

Custom Fields is the global library where administrators define organization-specific data fields that can be added to customer records and related objects in Valkre. Fields created here become available to assign to Customer Types via the Custom Fields tab in Customer Types configuration.

Think of Custom Fields as a two-step process: first you define a field here globally, then you activate it within a specific Customer Type so it appears on the relevant customer records.

How Custom Fields Flow Into the Platform

Account Settings

Custom Fields

→Define fields globally

Customer Types

Custom Fields tab

→Assign fields to a type

Customer Records

Fields appear on profiles

NOTE

A custom field created here will not appear on any customer record until it has been assigned to a Customer Type. Navigate to Account Settings → Customers → Customer Types → [select a type] → Custom Fields tab to activate fields for a specific type.

To reach the Custom Fields screen:

Navigate to Account Settings.
Click the Customers tab at the top.
Select Custom Fields in the left sidebar.
Choose a field type (Text, Multi Select, Date, Checkbox, Currency, Percentage, Numeric) and an entity tab to view and manage fields in that category.

Page Layout

Left Sidebar — Field Types

The left sidebar under Custom Fields lists the seven data types available for custom fields. Selecting a type filters the field list on the right to show only fields of that type.

Field Type	Description	Example Use Cases
Text	A free-form text entry field. Accepts any combination of letters, numbers, and characters. Best for open-ended descriptive content.	Customer Description, Competitive Trends, Industry Trends, Marketo Campaign
Multi Select	A dropdown field that allows users to choose one or more values from a predefined list.	Customer Segment, Key Therapy Areas, Supported Products
Date	A date picker field. Users select a date from a calendar control.	Contract Renewal Date, Last Review Date, Key Milestone Date
Checkbox	A true/false toggle. Displays as a checkbox that users check or uncheck.	Key Account Flag, Approved for Co-Promotion, Active Clinical Trial
Currency	A numeric field formatted as a currency value (e.g., $1,250,000). Accepts numbers and formats them with currency symbols.	Annual Contract Value, Budgeted Spend, Revenue Potential
Percentage	A numeric field formatted as a percentage (e.g., 45%). Used for ratio or share-based data.	Share of Wallet, Market Share, Budget Allocation %
Numeric	A plain numeric field with no special formatting. Accepts whole or decimal numbers.	Number of Sites, Employee Count, Product SKU Count

TIP

Choose the field type that matches how the data will be entered and displayed. For example, use Currency rather than Text for financial values — it ensures consistent formatting and enables numeric sorting and filtering.

Entity Tabs — Selecting the Object Type

Across the top of the Custom Fields screen, a row of tabs lets you select which Valkre object the fields apply to. Each tab has its own independent list of custom fields. (*These vary based on your Organization’s Custom Language*)

Entity Tab	What It Controls
Customers	Custom fields that appear on the main customer profile and account record.
Account’s Need	Custom fields for capturing and describing identified customer needs.
Barrier	Custom fields for logging barriers or obstacles within an account.
Mutual Objectives	Custom fields attached to mutual objective records shared between your team and the customer.
Initiatives	Custom fields added to strategic initiative records within a customer plan.
Stakeholders	Custom fields for stakeholder/contact records associated with a customer.
Customer Organization	Custom fields for nodes within the customer’s organizational chart.
Interactions	Custom fields for logging and categorizing customer interaction records.
Contracts	Custom fields added to contract records associated with the customer.
Product Lines	Custom fields for product line records linked to a customer.
Users	Custom fields associated with user records (e.g., internal team members).

NOTE

Each entity tab has its own set of fields per type. A Text field created under Customers is separate from a Text field created under Stakeholders — they are independent lists, even if they share the same name.

Field Columns

Column	Description
Name	The label for the custom field as it will appear on the customer record and in the Customer Types configuration. Keep names clear and concise.
Tooltip	Optional helper text shown when a user hovers over the field name in the platform. Use tooltips to provide guidance on what to enter (e.g., “Fed From API” signals the field is auto-populated; “Who they are?” prompts for a company description).

TIP

Tooltips are one of the most effective ways to drive data quality. A brief, well-written tooltip reduces ambiguity and helps users enter consistent, useful information without needing to ask for clarification.

Adding a New Custom Field

Use the + Add button to create a new custom field. Follow the steps below to add a field to the correct entity and type.

Select the Correct Field Type

Click in the Name column of the new row and type the field label.
Use a clear, descriptive name that users will immediately understand (e.g., “Customer Financial Summary” rather than “Field 1”).
Field names should follow your organization’s naming conventions for consistency.

2	Select the Correct Entity Tab Click the entity tab that matches the object this field should appear on (e.g., Customers, Stakeholders, Initiatives). Fields are entity-specific — a field created under Customers will only be available for customer records, not for stakeholder records.

3	Click + Add Click the + Add button in the top-right corner of the field list. A new blank row will appear at the bottom of the field list.

Enter the Field Name

Click in the Name column of the new row and type the field label.
Use a clear, descriptive name that users will immediately understand (e.g., “Customer Financial Summary” rather than “Field 1”).
Field names should follow your organization’s naming conventions for consistency.

Enter a Tooltip (Optional but Recommended)

Click in the Tooltip column and type guidance text for the field.
Good tooltip examples: “Who they are?”, “Fed From API”, “Important data that is fed from a separate API”.
Leave blank if no guidance is needed, but consider adding one for any field where users might be unsure what to enter.

6	Save Click the Save button in the top-right corner. The new field is now saved in the global Custom Fields library. It will be available to assign to Customer Types via Account Settings → Customers → Customer Types → [type] → Custom Fields tab.

NOTE

Creating a field here does not automatically make it visible on any customer record. You must also assign it to the relevant Customer Type in the Customer Types configuration for it to appear.

Editing an Existing Custom Field

Custom field names and tooltips can be edited at any time directly in the field list.

1	Navigate to the Field Select the correct entity tab and field type in the sidebar. Locate the field you want to edit in the list.

2	Click to Edit Click directly on the Name or Tooltip cell for the field you want to change. The cell becomes editable — update the text as needed.

3	Save Click Save in the top-right corner to apply your changes. The updated name or tooltip will take effect immediately across all Customer Types and customer records that use this field.

WARNING

Renaming a custom field changes its label everywhere it is used — in Customer Types configuration and on all customer records. Notify your team before renaming a field that is in active use to avoid confusion.

TIP

Mark fields “Fed From API” as the tool tip if they are from an integration. These types are typically set to Read Only in Customer Types to prevent users from manually overwriting system-populated values.

Connecting Custom Fields to Customer Types

Once a field is created in the Custom Fields library, it must be assigned to one or more Customer Types before it will appear on customer records. This is done in a separate configuration screen.

1	Go to Customer Types Navigate to Account Settings → Customers → Customer Types. Select the Customer Type you want to update (e.g., Strategic Account Management).

2	Open the Custom Fields Tab Click the Custom Fields tab within the Customer Type editor. Use the entity type buttons at the top to select the object (e.g., Customer, Stakeholder, Initiative).

Activate the Field

Fields from the global library that have not yet been assigned will appear in the Unused section.
Drag the field from Unused to the appropriate section in the Used area.
Optionally set the field as Read Only if it should be view-only for users (e.g., API-populated fields).
Optionally set the field as Required if it should be required to populate before saving

4	Save Click Save within the Customer Types editor. The field will now appear on customer records for that Customer Type.

NOTE

Each Customer Type has its own Custom Fields assignment. Adding a field to one Customer Type does not automatically add it to others. Repeat the process for each type where the field should appear.

Best Practices

Plan your fields before creating them. Discuss with your team what data is truly needed on customer records, and avoid creating fields “just in case.” Unused fields create clutter.
Use the right field type from the start. You cannot change a field’s type after it has been created. If you need Currency instead of Numeric, create a new field.
Always write a tooltip for fields that are not self-explanatory. “Marketo Campaign” may be clear to an admin but confusing to an account manager in the field.
Use consistent naming conventions. Decide on a format (e.g., title case, no abbreviations) and apply it across all custom fields for a professional, scannable field list.
For API-populated fields, set them as Read Only in the Customer Types custom fields assignment. This prevents users from overwriting data that comes from an external system.
Audit the field library periodically. Remove or consolidate fields that are no longer being used to keep the Customer Types configuration clean.
Coordinate field creation with Customer Type administrators. A field created here is only useful once assigned — make sure the right person completes both steps.

Frequently Asked Questions

I created a field here but it isn’t showing up on customer records. Why?

Creating a field in the Custom Fields library only adds it to the global pool of available fields. To make it appear on customer records, you must also assign it to the relevant Customer Type. Go to Account Settings → Customers → Customer Types → [your type] → Custom Fields tab, and drag the field from Unused to Used.

Can I change a field’s type after creating it?

No. Once a custom field is created with a specific type (e.g., Text), the type cannot be changed. If you need a different type, create a new field with the correct type and remove the old one from any Customer Types where it was assigned.

Can the same custom field be used across multiple Customer Types?

Yes. A field created in the global library can be assigned to as many Customer Types as needed. Each Customer Type independently controls whether the field is active and whether it is read-only or editable.

What happens to data if I delete a custom field?

Deleting a custom field removes it from the library and from all Customer Types it was assigned to. Any data that was entered in that field on existing customer records may be lost. Always confirm with your team before deleting a field that has been in active use.

What is the difference between a Custom Field and a Standard Field?

Standard fields (managed in the Fields tab of Customer Types) are built into the Valkre platform and cover common data points like Region, Industry, Owner, and Created Date. Custom Fields are organization-defined additions created here to capture data specific to your business that the standard fields do not cover.

Can I reorder custom fields?

The order of fields in the Customer Types custom fields assignment is controlled within the Customer Types editor, not here. In the Customer Types → Custom Fields tab, you can drag fields into the order you want them to appear on customer records.

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