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Migrating Custom Fields to Tags

Tags replace the older feature Custom Fields.

When your Lucidum system is upgraded in Spring of 2024, you will notice that the Settings > Custom Field Management page is gone.

All existing Custom Fields are automatically migrated to the new Settings > Tag Management page. The new Tag Label will have the same name as the previous Custom Field.

You might also notice that the Query Builder no longer includes the category Customer Fields.

The Query Builder now includes a category Tags. This is where you can find your migrated Custom Fields and use them in queries. 

Old

New

Custom Field

Tag

Settings > Custom Field Management

Settings > Tag Management

Query Builder > Customer Fields

Query Builder > Tags

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