Particulars

Learn how to manage custom fields and attributes for your contacts in BillSpree.

Particulars in BillSpree are custom attributes or additional information fields that you can associate with different types of people in your system, such as Employees or Customers. They allow you to tailor the information you track beyond the standard system fields.

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List View Particulars

The Particulars page provides a central list of all custom attributes defined in your workspace.

1. Navigate to Particulars

2. View All Particulars

The list view shows you:

• Name: The label of the custom field (e.g., “Joining Date”).
• Type: The kind of information it stores (Text, Number, or Date).
• Contact Type: Which group this field belongs to (Employee or Customer).

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Add New Particulars

Adding particulars allows you to expand the data profile of your staff or clients. You can add multiple custom fields in a single session.

1. Open Creation Form

   Navigate to Users → Particulars and click the + New button.

2. Define the Field Name

   Enter a clear name for the information you want to track.

   • Name: For example, “Emergency Contact Number” or “Contract Expiry” (Required).
3. Select Data Type

   Choose the format for this information:

   • String: For general text (names, notes).
   • Number: For digits only (years, counts).
   • Date: For specific calendar dates.
4. Assign Contact Type

   Decide who this field belongs to:

   • Employee: Shown on staff profiles.
   • Customer: Shown on client records.
5. Add More (Optional)

   Click Add Another Particular to define multiple fields at once.

6. Save All

   Once you have defined all your fields, click Save All. These fields will now be available when editing or viewing contact profiles.

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Detailed Field Guide

Field	Meaning in simple words	Requirement
Name	The label for the custom field.	Required
Type	The format (Text, Number, or Date).	Required
Contact Type	Whether it applies to Employees or Customers.	Required

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Where do Particulars show up?

Once created, Particulars are integrated into the profile management sections:

• Employee Profiles: Custom staff attributes appear in the detailed view of an employee.
• Customer Management: Tailored fields show up when managing client relationships.