# Add your own client fields

Keep the details your agency tracks on every client record, and use them as list columns.

4 min read. Updated 16 Oct 2026. Pro and Max only.

## Before you start

- [Add a client](https://sociorolla.com/help/client-onboarding/add-client)

## Steps

1. On the **Clients** page, click **Fields**. Client fields belong to the whole workspace, so every client gets them.

   ![Step 1: On the Clients page, click Fields.](https://cdn.sanity.io/images/vy53y317/production/c88746629e5ff0e894fcb2646c3a8a0930f8ddb8-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

2. Click **Add field**.

   ![Step 2: Click Add field.](https://cdn.sanity.io/images/vy53y317/production/3a82b610ccd2cd2c410ca4854993235583520d7f-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

3. Type a **Field name**, then pick a **Type**: Text, Number, Date, Single select, Multi select or URL.

   ![Step 3: Name the field and pick its type.](https://cdn.sanity.io/images/vy53y317/production/da33bd699bc157ca67021c3dd4d8618648f4a96a-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

4. For **Single select** or **Multi select**, type each option under **Options**. **Add option** gives you another row.

   ![Step 4: A select field needs options, so type each one on its own row.](https://cdn.sanity.io/images/vy53y317/production/f7152c7ff79c94795ca51a1e8f4831289901fcef-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

5. Click **Add field**. The field appears on every client record and can be shown as a column in the list.

   ![Step 5: Click Add field. It now shows on every client record.](https://cdn.sanity.io/images/vy53y317/production/d87748b8ff06f12056495b57de82356630074b07-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

6. Close the panel and open a client from the board.

   ![Step 6: Open a client to fill in the new field.](https://cdn.sanity.io/images/vy53y317/production/ca93e5f722bc9597fcbb5fbd335c42980a202240-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

7. In the **Fields** card, click the pencil.

   ![Step 7: In the Fields card, click the pencil.](https://cdn.sanity.io/images/vy53y317/production/7c937d3585151e6c95f6c6a42570f3eb7809ffbf-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

8. Every client field is listed here. Pick or type a value for this client.

   ![Step 8: Your new field is listed with the others. Pick a value for this client.](https://cdn.sanity.io/images/vy53y317/production/5f2fe2a40c468496d7f9e813ea5d80f4416ecdbc-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

9. Click **Save**. The value shows in the **Fields** card, and a field with no value says **Empty**.

   ![Step 9: Click Save. The value is kept on the client's record.](https://cdn.sanity.io/images/vy53y317/production/da561bfc9e1df78baafadc59fead8391f7836406-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

10. To compare clients by a field, go to **Clients**, open the **List** tab and click **Columns**.

    ![Step 10: In the client list, Columns adds your fields to the table.](https://cdn.sanity.io/images/vy53y317/production/bc3a25f8d703ae58c0e505207f2afd28b44fc35b-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

11. Tick the field to show it as a column. The list remembers your columns in this browser.

    ![Step 11: Tick a field to show it as a column.](https://cdn.sanity.io/images/vy53y317/production/40744b9c16ef0fc529b5112a1a1a8dc2b38eeba4-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

12. The field now has its own column. Click **Fields** next to the filters to filter the list by a field's value.

    ![Step 12: Each client's value now sits in its own column.](https://cdn.sanity.io/images/vy53y317/production/e3b40e13532b87438d9224b7be3551276f3c9a53-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

### Field types

A field can be **Text**, **Number**, **Date**, **Single select**, **Multi select** or **URL**. A number field can show as a plain number, a percent or a currency, and a currency field uses each client's own currency.

### Limits and housekeeping

A workspace can have up to 50 client fields. Archiving a field hides it and keeps every value, and only the workspace owner can delete one.

### From a CSV

When you import clients, **New field from this column** turns a column of your file into a client field in one go.

## Related articles

- [Add a client](https://sociorolla.com/help/client-onboarding/add-client)
- [Set up your onboarding templates](https://sociorolla.com/help/client-onboarding/onboarding-templates)

Source: https://sociorolla.com/help/client-onboarding/client-fields