4 hours · $700
Custom Field Configuration
Design the fields your team actually needs, with the right types and validation.
Overview
The right fields make everything downstream easier: cleaner data, better reports, less clutter. We audit what you need and build fields with the correct types, dropdowns, dates, and relationships.
What's included
- Field audit
- Up to 40 fields
- Dropdowns & relationships
What you'll walk away with
- Field audit & recommendations
- Up to 40 fields configured
- Dropdowns, dates & relationships
- Tidy record layouts
How it works
- 1Review your current data & needs
- 2Design the field set
- 3Build & validate
- 4Walk you through editing them yourself
Other services you might add
1 hr
Guided Onboarding Tour
A live walkthrough of the whole platform so your team can self-serve.
- 1-hour 1:1 session
- Tailored to your workflow
- Recording to keep
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