Custom Headers

Custom Headers let you add extra fields to contacts, addresses, and work orders — for example, a Purchase Order Number or Project Reference field. The values entered in these fields appear on the relevant record and can be printed on PDFs.

Accessing Custom Headers

Go to Settings → Custom Headers.

The page has four tabs, one for each record type:

Tab	Where the field appears
Contact	Contact detail page
Contact Address	Contact address section
Document Address	Document billing/shipping address
Work	Work order detail page

Custom Headers Table

Each tab shows a table with these columns:

Column	Description
No.	Display order (drag rows to reorder)
Name	Field label shown on the record
Type	System (built-in) or Custom (user-created)
API Field Name	Internal field identifier for integrations
Field Type	Text, Number, Textarea, or Dropdown
Required	Whether the field must be filled in
Enabled	Whether the field is currently active

Adding a Custom Header

Each tab supports up to 10 custom headers. The + Add Custom Header button is disabled when the limit is reached.

1. Select the tab for the record type you want to customise
2. Click + Add Custom Header
3. Fill in the fields:

Field	Description
Name	Label shown on the record (required)
API Field Name	Optional identifier for external integrations
Field Type	Text, Number, Textarea, or Dropdown
Field Options	If Dropdown is selected, enter the option values here
Required	Toggle on to make the field mandatory
Enabled	Toggle on to make the field visible
Display in table	Toggle on to show the field as a column in list views

4. Click Save

Reordering Headers

Drag rows up or down in the table to change the display order. The order saves automatically when you drop the row.

Editing a Header

Click the edit icon or click anywhere on a row to open the edit modal. System headers (Type: System) have limited editable fields.

Deleting a Header

Click the delete icon to remove a custom header. System headers cannot be deleted.