--- title: Configure Account Custom Data Fields description: Configure Account Custom Data Fields --- [Skip to content](https://support.worldly.io/hc/en-us/articles/48846405138331-configure-account-custom-data-fields#main-content) English Show submenu for translations [Submit a request](https://support.worldly.io/kb-tickets/new?hsLang=en) [![Worldly logo](https://support.worldly.io/hs-fs/hubfs/Worldly%20Media%20Kit/Worldly%20Logos/Worldly_LogoTM_Red.png?width=250&height=61&name=Worldly_LogoTM_Red.png)](https://www.worldly.io/) Open main navigation Close main navigation - English Show submenu for translations - [Submit a request](https://support.worldly.io/kb-tickets/new) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.worldly.io/?hsLang=en) 2. [Compliance Management](https://support.worldly.io/compliance-management?hsLang=en) 3. [Administration](https://support.worldly.io/compliance-management?hsLang=en#administration) # Configure Account Custom Data Fields **Table of Contents** - [**Custom Fields**](https://support.worldly.io/hc/en-us/articles/48846405138331-configure-account-custom-data-fields#h_01KNN8FE49WBC3W5B774XGAB2E) - [**Creating Custom Fields**](https://support.worldly.io/hc/en-us/articles/48846405138331-configure-account-custom-data-fields#h_01KNN8FE4F7T777VJAK4CFHFTF) - [**Generic Lists**](https://support.worldly.io/hc/en-us/articles/48846405138331-configure-account-custom-data-fields#h_01KNN8FE4NGWTMY3JJ107AAEGC) - [**Assigning Generic Lists to Custom Fields**](https://support.worldly.io/hc/en-us/articles/48846405138331-configure-account-custom-data-fields#h_01KNN8FE55N055NT3JKYG5B8T0)   ## Custom Fields Custom fields must first be configured before they are available on an account page. How to navigate to the Manage Custom Data Fields Labels page: 1. Navigate to **Administration** from the left-hand navigation menu and select **Master Data** **![48846405124379.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846405124379.png?width=164&height=503&name=48846405124379.png)** 2. Expand **Other Master Modules** and select the **Member Custom Field Labels** folder ![48846405124507.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846405124507.png?width=624&height=429&name=48846405124507.png) There are three options for creating **Custom Fields**.  ![48846414331035.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846414331035.png?width=455&height=152&name=48846414331035.png) - Assessment - Factory - Organization    ## Creating Custom Fields To create a custom data field label: ![48846405125403.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846405125403.png?width=624&height=157&name=48846405125403.png) 1. Toggle the **State** columnto **On.** 2. In the **Custom Field** column, enter the name of the label. 3. In the **Control Type** column, select the response option for the **Custom Field.** 1. If you select **Dropdown Field** or **Multi Select Box,** make sure a [**Generic List**](https://support.worldly.io/hc/en-us/articles/48846405138331-configure-account-custom-data-fields#h_01KNN8FE4NGWTMY3JJ107AAEGC)is set up first. ![48846414333211.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846414333211.png?width=159&height=180&name=48846414333211.png) 4. Toggle the **Is Required** column to **Yes** if the custom field is required before the record can be saved.   ## Generic Lists **Generic Lists** can be used by brands to customize response lists. How to navigate to generic list categories: 1. Navigate to **Administration** from the left-hand navigation menu and select **Master Data** **![48846405124379.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846405124379.png?width=164&height=503&name=48846405124379.png)** 2. Expand **Generic Lists.** **![48846405127323.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846405127323.png?width=624&height=217&name=48846405127323.png)** In the **Generic Lists** section, there are: ![48846414337691.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846414337691.png?width=624&height=579&name=48846414337691.png) 1. **Category Names** 2. **Category Descriptions** 3. **Module Folders** 4. **Edit Category Name** To add a new response to a list: ![48846414339739.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846414339739.png?width=624&height=457&name=48846414339739.png) ![48846414340379.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846414340379.png?width=624&height=219&name=48846414340379.png) 1. Click on the folder icon of the category to add a new response - **Note:** Use a CD field that you have not already used. 2. Click on the pencil icon to customize the **Category Name.** - As a best practice, we recommend keeping the **Category Name** number. ![48846414341147.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846414341147.png?width=542&height=148&name=48846414341147.png) 3. After selecting the folder icon, enter the data for the corresponding dropdown or multi select field 4. Click **Save.** ![48846414342939.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846414342939.png?width=417&height=282&name=48846414342939.png) 1. To change the **Status** of the category, toggle the status by clicking the thumbs up icon. 2. To edit the details of the category, select the pencil icon. **Note:** Only categories with an active status will be shown in a response list.   ## Assigning Generic Lists to Custom Fields Once your **Generic List** was created, assign it to your Custom Field by: 1. Navigate to the [**Manage Custom Data Field Labels**](https://support.worldly.io/hc/en-us/articles/48846405138331-configure-account-custom-data-fields#h_01KNN8FE49WBC3W5B774XGAB2E)page. 2. Select the desired **Generic List** from the dropdown. ![48846414348699.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48846414348699.png?width=624&height=179&name=48846414348699.png) 3. Select **Save** in the bottom left corner. [![Worldly logo](https://support.worldly.io/hs-fs/hubfs/Worldly%20Media%20Kit/Worldly%20Logos/Worldly_LogoTM_Red.png?width=120&height=30&name=Worldly_LogoTM_Red.png "Worldly logo")](https://www.worldly.io) © 2026 Worldly. All Rights Reserved [Terms of use](https://worldly.io/terms-of-use/)  |  [DPA](https://worldly.io/data-privacy-addendum/)  |  [Privacy Policy](https://worldly.io/privacy-policy/)  |  [Cookie notice](https://worldly.io/cookie-notice/)