Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.
The typed custom fields available on Accounts, Contacts, and Projects, and when to use each.
| Type | Use it for |
|---|---|
| Text | Labels, identifiers, short descriptions |
| Number | Counts, amounts, scores, measurements |
| Boolean | Clear yes/no facts |
| Date | Deadlines, expiration dates, target dates |
| Datetime | Appointments, filing events |
| A structured email address on the record | |
| URL | A website, portal link, durable external reference |
| Address | A durable postal address on the record |
| Single-select | One controlled value from a defined set |
| Collection | Tags, categories, languages, and other repeatable values |
“Add a Matter Number field to Projects and a Max-Out Date field to Contacts.”Parley attaches them to your Projects, Accounts, and Contacts. You can also add and edit them directly in Settings. The fields Parley ships with are there for inspiration. They’re fully flexible to how your firm runs. See Permissions.
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