1. Default Fields (Always Included)
These fields are mandatory to ensure the entity can be identified in the system.| Entity Type | Default Fields |
|---|---|
| Individual | Name, Surname |
| Company | Company Name, Registration Number, Country |
2. Adding Standard Fields
If you need more than just the basics, you can pull from our pre-defined library of data points.- Click the + Fields button.
- A popup will appear. Browse the categories (e.g., Personal Info for individuals or Business Identification for companies).
- Check the boxes for the data points you require (e.g., Date of Birth, VAT, or City).
- Click Add Fields to save your selection.
3. Creating Custom Fields
Need something hyper-specific that isn’t in our list? You can build it yourself.- Location: Scroll to the bottom of the + Fields popup to Create custom fields.
- Configuration: Once added, you can define:
- Label: The name of the field (e.g., “Internal Reference ID”).
- Type: Choose between Text or Number.
- Required: Toggle whether the client must fill this out to proceed.
Individual Fields:
Comparison of Optional Categories
While the process is the same, the categories adapt to the entity type:| Category Type | Individual Options | Company Options |
|---|---|---|
| Contact | Email, Phone | Email, Phone, Website |
| Location | Residential Address, Nationality, Citizenship | Operating Address, Postcode, City |
| Legal/ID | Passport No., PEP Status, TIN | TIN, Activity Code, Brand Names |
Reordering Fields
You can change the order in which fields appear to the client by clicking and holding the Drag Handle (::) on the left side of any field row and moving it up or down.