1. Navigate to Settings > Custom Fields (select Individual or Entity).
  2. Click Add Section to create a field section (e.g., "Financial Details").
  3. Within the section, click Add Field.
  4. Configure the field:
  • Name: the field label
  • Type: text, dropdown, file, date, member, etc.
  • Required: whether the field must be filled
  • Filterable: whether the field appears in list filters
  • Searchable: whether the field is included in search
  1. For dropdown fields, add options or link to shared dropdown fields.
  2. Click Save.
  3. Drag and drop to reorder fields within sections.