Batchbook Knowledge Base Custom FieldsWhat are Custom Field Sets?

What are Custom Field Sets?

Every Batchbook account comes templated with pre-defined custom field sets. Custom Field Sets are grouping of custom fields that allow clients to capture data specific to their needs. They can be used to retain client information, sales, progress and much more. Using Custom Field Sets allows the information to be centralized across the account so that all team members are able to view and interact with customer information instantly.  

We encourage you to review the Custom Field Sets that are pre-defined and tailor them to your individual  needs. If there are changes that need to be made it's simple to create new Custom Fields sets or to edit/delete unnecessary Custom Fields and Custom Fields Sets from the account.