We would love this also! If we could have some additional placeholders it would keep us from having to reset work so often just to pull in new tax years!

Hi @Herman,

There is this very popular request for custom fields/tags: 

I don’t quite understand this:

Can you please elaborate?

Hi @SamG - I did not notice that there is already a related post 
The Use Case example is just to have a Custom filed in any workflow that can be used in E-mail to client.

Higher level use case would be if there is Custom field in the Client record and based on this value send different e-mail based on this value was part of this workflow  

Did you know you can edit/update an email/reminder before sending it to a client from a Work item?

https://help.karbonhq.com/en/articles/1524688-send-client-requests#h_36b8415ee9

Obviously this is manual, but I’m not sure how you are going to automate the updation of the custom field before an automated email was sent, in any case

Did you know you can edit/update an email/reminder before sending it to a client from a Work item?

Yes 

There are a lot of use cases that it would not need to update the custom field before use, thus this does not need to be the starting point, as I believe the value of customs field and beining able to utlize them across Karbon, would be high already. 

This would be great so that when you automate work creation out of say Practice Ignition, the work could also be automated upon start to send the initial tasks to a client. Then in the work task if you could use a place holder that would feed from the client profile you would be able to have that work kick off with client specific info through the use of placeholders in the work / tasks.