Custom Fields

Add custom data fields to CRM entities (contacts, companies, leads) to capture information specific to your business.

What are Custom Fields?

Custom fields let you add data fields beyond the standard ones. Capture industry-specific or business-specific information that's important to you.

Why Use Custom Fields?

Benefits:

• Industry-Specific Data: Add fields relevant to your industry
• Better Organization: Categorize and filter by custom data
• Complete Profiles: Store all information you need
• Reporting: Filter and report on custom fields

Creating Custom Fields

Access Custom Fields

1. Go to Settings → Custom Fields
2. Select Entity Type (Contacts, Companies, Leads)
3. See existing fields or create new

Field Configuration

Basic Settings:

• Field Name: Label shown in forms
• Field Type: What kind of field (text, number, date, etc.)
• Slug: Internal identifier (auto-generated)
• Required: Make field mandatory
• Default Value: Pre-fill value (optional)

Field Types:

• Text: Single line text input
• Textarea: Multi-line text input
• Number: Numeric value
• Date: Date picker
• Dropdown/Select: Choose from options
• Checkbox: Yes/No toggle
• File: Upload attachment

Dropdown Options

For dropdown/select fields:

1. Select "Dropdown" as field type
2. Click "Add Options"
3. Enter option values (one per line)
4. Save options
5. Options appear in dropdown

Using Custom Fields

In Forms

Custom fields automatically appear:

• Contact Form: When creating/editing contacts
• Company Form: When creating/editing companies
• Lead Form: When creating/editing leads

Filling Custom Fields

1. Open Form: Create or edit record
2. Find Custom Field: Scroll to custom fields section
3. Enter Value: Fill in custom field
4. Save: Value saved with record

Viewing Custom Fields

Custom fields appear in:

• Record Detail: View full record
• Record List: Can show in table (if configured)
• Filters: Filter by custom field values
• Exports: Included in data exports

Organizing Custom Fields

Field Groups

Organize fields into groups:

1. Create Group: Name the group
2. Add Fields: Assign fields to group
3. Display: Fields grouped in forms

Common Groups:

• "Industry Information"
• "Billing Details"
• "Custom Data"
• "Internal Notes"

Field Order

Reorder fields:

1. Go to custom fields settings
2. Drag fields to reorder
3. Save
4. Order reflects in forms

Field Types Explained

Text Field

Single line text:

• Use For: Names, titles, short descriptions
• Example: "Account Manager", "Industry Code"
• Max Length: Usually 255 characters

Textarea

Multi-line text:

• Use For: Notes, descriptions, long text
• Example: "Special Requirements", "Notes"
• Rows: Configurable height

Number Field

Numeric value:

• Use For: Quantities, amounts, IDs
• Example: "Employee Count", "Annual Revenue"
• Decimals: Can allow decimal values

Date Field

Date picker:

• Use For: Important dates
• Example: "Contract Start Date", "Renewal Date"
• Format: Date only or date + time

Dropdown Field

Select from options:

• Use For: Categorized data
• Example: "Industry", "Customer Tier", "Status"
• Options: Pre-defined list

Checkbox Field

Yes/No toggle:

• Use For: Boolean flags
• Example: "VIP Customer", "Newsletter Subscribed"
• Values: True/False

File Field

Upload attachment:

• Use For: Documents, images
• Example: "Contract PDF", "Logo Image"
• Types: Various file types supported

Best Practices

1. Plan First: Think about what data you need
2. Use Clear Names: Descriptive field names
3. Group Related Fields: Organize into logical groups
4. Set Defaults: Use default values when helpful
5. Make Required: Mark important fields as required
6. Use Dropdowns: For standardized data (industries, tiers)
7. Don't Overdo It: Only add fields you'll actually use

Common Custom Fields

For Contacts

• Industry: Dropdown (Healthcare, Technology, etc.)
• Customer Tier: Dropdown (VIP, Standard, etc.)
• Account Manager: Text (person's name)
• Contract Value: Number (annual contract amount)
• Contract Start Date: Date
• Special Requirements: Textarea

For Companies

• Industry: Dropdown
• Company Size: Dropdown (Small, Medium, Large)
• Annual Revenue: Number
• Number of Employees: Number
• Tax ID: Text
• Account Manager: Text

For Leads

• Lead Source: Dropdown (already available as standard)
• Estimated Value: Number (already available as standard)
• Probability: Number (already available as standard)
• Decision Maker: Text
• Budget Confirmed: Checkbox
• Timeline: Text

Editing Custom Fields

Modify Field

1. Go to Settings → Custom Fields
2. Find field
3. Click "Edit"
4. Make changes
5. Save

Note: Changing field type may affect existing data. Be careful.

Delete Field

1. Find field
2. Click "Delete"
3. Confirm deletion
4. Field removed

Warning: Deleting field removes all values. Data cannot be recovered.

Filtering by Custom Fields

Use custom fields to filter:

1. Go to module (Contacts, Companies, Leads)
2. Open "Filters"
3. Find custom field
4. Set filter value
5. Apply filter
6. See filtered results

Exporting Custom Fields

Custom fields included in exports:

1. Go to module
2. Click "Export"
3. Choose format
4. Download
5. Custom field data included

Troubleshooting

Custom field not showing?

• Verify field is active
• Check field is assigned to correct entity type
• Refresh page
• Check form view

Can't save custom field value?

• Check field is not required (if leaving empty)
• Verify data format matches field type
• Check field validation rules
• Try refreshing page

Field type change issues?

• Changing type may lose data
• Backup data before changing
• Test with one record first
• Contact support if needed

For more help, see Common Issues.

Next Steps

• Managing Contacts - Use custom fields in contacts
• Managing Companies - Use custom fields in companies
• Leads Pipeline - Use custom fields in leads

Updated on: 10/03/2026