video1.0<iframe src="https://www.loom.com/embed/74ea2db1baa840f9ad9a92bac4a372b4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/74ea2db1baa840f9ad9a92bac4a372b4-dff5ea9a95eb633f.gif280.7772In this video, I cover the process of creating custom field sets for projects and customers, which allows us to capture and store specific data effectively. I demonstrate how to add various types of fields, such as drop-down lists and file uploads, and explain their applications, including pre-populating forms and generating PDFs. I encourage you to carefully plan the data you want to capture and consider utilizing the API for custom field creation if needed. Please take the time to explore the custom fields in your projects and start filling them out as necessary. Your engagement with this feature will enhance our data collection and management processes.