# [Properties] Customer

Published 2026-02-24

> Hello, you can add a new field to the Main Action field, Customer, by following the instructions below. Add a field to Customer: Go to Settings Select Properties Select Customer Click Add Group & Field. Select Add Group

Hello, you can add a new field to the Main Action field, Customer, by following the instructions below. 

-   Add a field to Customer: 
    1.  Go to **Settings**
    2.  Select **Properties**
    3.  Select **Customer**
    4.  Click  **Add Group & Field.**
    5.  **Select Add Group** and fill in the fields below.
        -   _**Name**_ : Primary Group Name
        -   _**Description**_ : Description
        -   _**Always open**_ : Option to keep the field open whenever you enter the task card.
    6.  Click the **Save button to save.**
    7.  Click **Add Group & Field** again.
    8.  **Select Add Property** and fill in the fields below.
        -   _**Name**_ : Specifies the name of the field to be created.
        -   _**Group**_ : Selectthe previously created _Group name ._
        -   _**Type**_ : Select the type of field to fill. 
    9.  Click the **Save button to save.**  
         
-   Edit the Deal field: 
    1.  Go to **Settings**
    2.  Select **Properties**
    3.  Select **Customer**
    4.  **Edit Group name** : Select the group name you want to edit and click the edit button to enable editing.
    5.  Click the **Save button to save.**
    6.  **Edit Property name** : Select the name of the field you want to edit and click the edit button to enable editing.
    7.  Click the **Save button to save.**  
         
-   Delete the Customer field: 
    1.  Go to **Settings**
    2.  Select **Properties**
    3.  Select **Customer**
    4.  **Choose Group name** : Select the group name to delete.
    5.  Click the **Delete button to delete.**
    6.  **Choose Property name** : Select the name of the field to delete.
    7.  Click the **Delete button to delete.**