Imagine being able to assign your own data, any data, to things like clients, engagements, or even coaches. Custom fields are user-defined data fields that allow administrators, or coaches, to capture specific information in Coaching.com. Clients, engagements and more can be tagged with custom fields. See below for the dialog that would assign custom fields to a engagement.

Custom field data will be available throughout the platform including the Engagements page, the Employees Page, or Clients Coachees page. Also, custom fields data will be available in reporting to build new insights. Custom fields are incredibly powerful, and will open up new opportunities in how you and your coaches use the platform today.

Custom fields can be managed from a central location within the Global Settings. A new card is presented for Premium and Enterprise accounts.

Global Settings

Clicking on the Custom Fields card open the Custom Fields Manager.

Custom Fields Manager

The Custom Fields Manager shows a list of all of the custom fields that you create within your account. When a custom field is created, it can be used across the platform for tagging different components, such as engagements, engagement templates, employees, or client coachees.

The Custom Fields Manager allows for new fields to be created, edited, and also deleted. The list view (shown above) provides all of the custom fields that have been created for your account. The custom fields are completely yours, and based off of your needs.

When you add or edit a custom field, the Custom Field Editor Dialog will open.

Custom Fields have 4 attributes:

Once custom fields have been defined, they can be used to tag client coachees, employees, engagement templates, or can be used within engagements.

Custom Fields can be applied client coachees and employees through a 3-Dot menu in the list view(s). Only account administrators would have access to the option shown below.

3-Dot Menu to Edit Custom Fields

Selecting 'Edit Custom Fields' opens the Custom Field Selector Dialog shown below.

Custom Field Selector Dialog

The selector dialog has some neat features. The dropdowns for the name and value fields are smart and will search for existing values. The multi-select will allow for selecting more than one option.

Engagement templates can be used to pre-set custom fields. Every engagement created from the template will have the same custom fields applied.

Engagements are unique in that this is where custom fields all come together. Custom fields applied to the engagement (or template), and the coachee will be available from within the engagement.

The screenshot below shows that there are 2 places within the engagement where custom fields can be accessed. The coachee custom fields (which are derived from the employee or client coachee records) are available from within the header, next to the caochee's avatar. Meanwhile the engagement custom fields can be seen after clicking on the 'Settings' tab within the engagement.

It is important to note that, with the 1.0 launch of custom fields, coaches will ONLY be able to edit custom fields that:

Specifically this means that coaches will not have the ability to edit Custom Fields that are applied to the coachee, even if the visibility is "Editable Within Engagements to Coach & Engagement Editors".

When custom fields are applied to an engagement, an employee, or to a client coachee, those custom fields are viewable within the table on the corresponding page. For example, in order to view the custom fields associated with engagements, the 'Columns' button can be selected to display the Customize Columns Dialog. From here, custom fields can be selected to be shown in the table.

Once selected in the Customize Columns Dialog, the columns will be displayed alongside other columns in the table:

The columns will be remembered as a preference for subsequent visits. The custom fields can also be exported using the 'Export' button.

Custom Fields are going to expand to include the ability to tag coaches, clients and vendors. Also, custom fields will be incorporated into reporting. Stay tuned as the capabilities for this feature grows....with more changes coming in the month of April, 2024.