Customization

Make it yours - without writing code

Fields, layouts, logic, vocabulary, pipelines, and reports: shape Cliento Pro to the way your business actually works, from Settings, in an afternoon.

Custom fields that behave like built-ins

Add the data your business runs on - and use it everywhere, instantly.

  • 10+ field types: text, number, currency, date, select, multi-select, checkbox, phone, email, formula, and more
  • Validation rules - required, min/max, patterns - enforced on every entry
  • Formula fields computed safely from other fields
  • New fields appear in tables, filters, global search, reports, dashboards, and exports automatically

Layouts & field groups

Organize forms so the right information is always in the right place.

  • Ordered, collapsible sections per entity
  • One-, two-, or three-column arrangements
  • Drag-and-drop reordering with keyboard support
  • Group-level defaults keep data entry fast and consistent

Conditional logic & field permissions

Show what matters, hide what doesn't - per situation and per role.

  • Show or require fields live as other values change
  • Safe, predictable rule vocabulary - no scripts to maintain
  • Field-level read/write permissions, enforced on the server
  • Restricted fields disappear from values, reports, and AI answers alike

Your vocabulary, everywhere

Rename the core concepts so the product speaks your team's language.

  • Contacts become Patients, Buyers, Students, or Policyholders
  • Renames flow through lists, forms, reports, and the AI assistant
  • Per-language labels for Persian, Arabic, and English
  • Your data model stays stable underneath - nothing breaks

Pipelines & pipeline types

Model every business line with its own process.

  • Multiple pipelines with custom, drag-to-reorder stages
  • Stage probabilities feed forecasting and reports
  • Pipeline types classify processes with their own labels and colors
  • Ready-made pipelines ship with every industry template

Export & value history

Take your numbers with you - and see how a record changed.

  • Export any report or drill-down to CSV or Excel
  • Per-field value history shows what changed, when, and by whom
  • Formula fields calculate from the values you already capture
  • Your data stays portable at all times

Frequently asked questions

Do custom fields work in reports and filters?

Yes - reportable custom fields appear in the Report Builder, list filters, dashboards, and exports automatically, with their labels and options intact.

Can I hide sensitive fields from some roles?

Yes. Field-level read and write permissions are enforced on the server: a restricted field is hidden from screens, reports, exports, and AI responses for anyone without the required role.

Will renaming entities break anything?

No. Renames are presentation-only: your data, automations, and reports keep working, and each language can have its own labels.

Where to go next

The modules teams usually reach for alongside this one, and the industries that lean on it hardest.

This capability, in your industry

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No-Code Customization · Cliento Pro