You can create custom fields to tailor vendor details to your organization’s internal workflow, such as a renewal owner, a tier classification, or a flag for vendors under review.
Admins can create up to 20 custom fields by navigating to My Settings > Vendor Custom Fields and selecting Add New Field.
Admins can also control the visibility of both default fields and custom fields. Business impact and Data types shared always remain visible and can’t be hidden.
Choose a field type
When you create a custom field, you select one of the following types based on the kind of information it will hold:
| Type | Use it for |
| Plain Text | Free-form text, such as a note, reference, or identifier. |
| Date | A single calendar date, such as a renewal or review date. You can optionally restrict entries to a date range. |
| An email address. Entries are validated for correct email format. | |
| Single-select | A dropdown where users pick one option from a list you define. |
| Multi-select | A list where users can pick more than one option. |
| Switch | A simple on/off toggle, such as “Under review” or “Critical vendor.” |
For Single-select and Multi-select fields, you define the list of options when you create the field. Each option must be unique (duplicates are ignored regardless of capitalization or extra spaces).
Show, hide, and reorder fields
From My Settings > Vendor Custom Fields, admins can:
- Show or hide any field that supports it. Hidden fields are removed from the vendor details drawer, the All Companies columns, and the filter menu, but their saved data is preserved. (Business impact and Data types shared can’t be hidden.)
- Reorder fields by dragging them. The order you set here controls the order fields appear in the vendor details drawer and the bulk edit menu.
Edit a field
You can rename a custom field at any time, and for select-type fields, you can update the list of available options. Field names must be unique; you can’t create or rename a field to a title that’s already in use.
Note: You can’t change a field’s type after it’s created. If you need a different type, delete the field and create a new one.
Delete a field
You can delete a custom field as long as it isn’t in use. A field can’t be deleted if:
- It already has values saved against one or more vendors, or
- It’s mapped to a question in a vendor intake form.
If a field can’t be deleted, the platform will let you know why. To remove it, first clear its values or remove the intake-form mapping.
Where your custom fields appear
Once created, custom fields behave like the default vendor details fields. You can:
- View and edit them in the vendor details drawer
- Add them as columns in the All Companies table
- Filter and sort your vendor list by them
- Update them across many vendors at once with bulk edit
- Include them when you export your vendor list