Client fields allow you to categorize clients based on unique properties like Client Number, Name, Default Pentest Team, Client Status, etc.
These fields are visible on the client page, can be used for sorting clients, show up as a column and search filter in the client list, and can be used to sort, search, and assign clients.
With Custom Client Fields, you can easily create your own custom fields. This means you can add unique filters, unique column views, or sort clients based on details like pentest type, region, scanners used, or any other details you want.
Let’s take a look at how to set custom fields up yourself:
How to Create Custom Client Fields
1. From your Cyver Core Dashboard, click Settings
2. Go to Client Fields
3. Select Manage Custom Fields
4. From the menu, click + New Custom Field
5. First, add a display name for your Custom Client Field. This should be easy to remember and searchable. It will show up in your column view and as a Client property.
6. Then, choose which type of field you want. Cyver offers multiple default options to choose from:
- Text Field (Ideal for short text fields)
- Multitext (ideal for larger and formatted text fields)
- Dropdown (Select one of a pre-defined selection of choices)
- Multiselect (Select one or more of a pre-defined selection of choices)
You can have up to five of each custom field
6. Then select if your new custom field should show up in the client grid filters. You can always change this later.
7. Finally, save your selection.
Your new Custom Client Field is ready to use!
Troubleshooting:
Is your new field not showing up from the client page? Check back in Manage Client Fields to make sure the field is set to Visible. Or, use the Master Toggle to force all fields to visible. Don’t forget to hit Save to apply your settings.
Using Custom Client Fields
Once your Custom Client Fields are in place, you can start using them to categorize, sort, and filter your clients.
1. Go to the Clients tab on the menu
2. Select the Client you’d like to modify
3. From the overview page, click Actions and select Edit
4. Click Custom Fields
5. Select your chosen Custom Fields for this client and click Save
Adjusting Grid View with Custom Client Fields
Once you've applied a Custom Client Field to a client, you can use that to sort the grid view.
1. Go to the Client tab from the menu:
2. Click Show Advance Filters
3. Select the Custom Field of your choice to immediately adjust the view.
That's it! If you have any more questions about Custom Client Fields, reach out, we'll be happy to help!