Skip to main content
Field Management is the schema editor for your team. You decide what data the app collects, how it’s labelled, which fields appear in search, in the customer table, and in exports.
Super Admin only. If you don’t see this in the sidebar, your role doesn’t include it.

​
What you see

At the top: a count like “268 fields defined | 45 shown” and three buttons:
  • Seed All Default Fields (only appears if your database is empty) — adds 260+ standard fields in one click.
  • Seed Defaults (appears once you have fields) — adds any standard fields you might be missing, without duplicating existing ones.
  • Add Field — opens a form to create a new custom field.
Below that:
  • A search box — type to filter fields by name or display name.
  • Group filter chips — All / Core / Cibil / Custom.
The main table has columns:

​
Common workflows

​
First-time setup — seed all default fields

1

Tap 'Seed All Default Fields'

The button only shows when the database has no fields yet.
2

Wait — it adds 260+ standard fields

A success message tells you the count.
3

Done

Your team now has the standard set: name, phone, PAN, CIBIL fields, account fields, etc.

​
Add a custom field

1

Tap 'Add Field'

A form opens.
2

Fill in the basics

  • Field Name — monthly_rent (lowercase, snake_case, no spaces)
  • Display Name — Monthly Rent (what people see)
  • Description — short explanation
  • Sample Value — example data
3

Pick a data type

String / Decimal / Date / Whole number. Pick once — you can’t change it later.
4

Pick a group

“Custom” for your own fields.
5

Tick the flags you want

  • Required — must be filled in
  • Visible in Table — shows up in the Customer Profile table
  • Filterable — can be used in search filters
  • Exportable — included when exporting data
  • Searchable — indexed for text search
6

Add keywords (optional)

Comma-separated. Helps the AI auto-map Excel column headers when you bulk-upload.
7

Tap 'Create'

The field is now live across the app.

​
Make a field visible in the customer table

1

Search for the field

Type its name in the search box.
2

Tap the edit icon (pencil)

3

Tick 'Visible in Table'

4

Tap Save

The field shows up as a column in Customer Profile.

​
Delete a custom field

1

Find the field

Filter by Group: Custom, then search.
2

Tap the red bin icon

A confirmation appears.
3

Confirm

The field is removed.
Core fields don’t have a delete button — you can’t remove them. They’re built into the app.

​
What the flags do, in plain English

Required

The field can’t be left blank. The app will refuse to save a record without it.

Visible in Table

Adds the field as a column in the Customer Profile table.

Filterable

Lets users use this field in the Filter panel (e.g., “Monthly Rent above ₹20,000”).

Exportable

Includes this field when someone exports the table to Excel.

Searchable

Indexes the field for text search and natural-language queries.

​
Common things people ask

Field Name is internal — short, lowercase, used by the database (monthly_rent). Display Name is what users see in the UI (Monthly Rent). Field Name can’t change after creation; Display Name can.
Edit it and change the Display Name — that’s safe. The internal Field Name is locked, so the database stays consistent.
Existing records show blank for the new field. New uploads can fill it in.
When someone uploads an Excel file in Loan Applications, the app tries to auto-match Excel column headers to your fields. Keywords are extra hints. For a monthly_rent field, keywords could be rent, lease, housing cost.
That means 100 of the standard fields were already in your database. The seed only added the missing ones. Nothing was overwritten.