These fields capture business-specific information — such as internal identifiers, financial data, or key contacts — directly on entity records.
Prerequisites
Company Admin role — required to configure custom fields.
Navigate to the configuration
Go to Admin > Custom Fields and select the Entity Management tab.
Adding a field
1. Locate or create the custom field in the Available Fields panel on the left.
2. Drag the field into the Entity Management panel on the right.
3. Optionally add Instructions text to guide users.
4. Tick Active to make the field visible on entity records.
5. Tick Required if the field must be completed when creating or editing an entity.
6. Select Save.
Reordering fields
Drag and drop fields within the panel to change the display order. Fields appear in this order on entity records and on the creation form. Select Save after reordering.
Field limit
Entity Management supports a maximum of six custom fields. The system displays an information message if you attempt to add a seventh.
Important: Once a custom field has been added and data has been entered into it, the field cannot be removed unless the entity records containing that data are deleted. Plan your Internal Details fields carefully before going live.
Field types
Currently, all Entity Management custom fields support text input only.
Where fields appear
Configured Internal Details fields appear in the Internal Details section on the Corporate Entity record and in the creation form when adding a new Corporate Entity.
Related articles
Need help?
If you have any questions, please contact us at support@xakiatech.com or reach out to your Customer Success Manager.