Custom Fields

Required role: Admin or Owner

Only Admin and Owner users can create, edit, or delete custom field definitions. All roles can view and fill in custom field values on records they have access to.

What are custom fields?

Custom fields let you track data that isn’t covered by the standard fields. For example, you might add a “Contract renewal date” field to companies or a “Lead source” dropdown to contacts.

Manage custom fields

1. Go to Settings > Custom Fields
2. You’ll see three sections — one for each entity type:
   • Contacts Custom Fields
   • Companies Custom Fields
   • Deals Custom Fields

Each section shows a table with: Field Name, Field Type, Options (for select fields), Position, and action buttons.

Create a custom field

1. Click New in the relevant entity section
2. Fill in:
   • Field Name — the label shown in the CRM
   • Field Type — choose one:
     • Text — free-form text
     • Number — numeric value
     • Date — date picker
     • Boolean — yes/no toggle
     • Select — dropdown with predefined options
   • Options — only for Select type: enter comma-separated values (e.g., “Hot, Warm, Cold”)
   • Position — display order (lower numbers appear first)
3. Click Save

Edit a custom field

1. Click the edit icon next to the field
2. Update the name, options, or position
3. Click Save

Note

You cannot change a field’s type after creation. To change the type, delete the field and create a new one.

Delete a custom field

1. Click the delete icon next to the field
2. Confirm the deletion

Caution

Deleting a custom field permanently removes all values stored for that field across all records.

Where custom fields appear

• On entity detail pages — below the standard fields in the info card
• In list view columns — custom fields can be displayed as additional columns
• In the filter builder — you can filter by custom field values
• In CSV exports — custom field values are included