Custom Fields

Overview

Custom fields let you capture information unique to your business. Add fields to contacts, companies, or both, and they appear automatically in forms and profiles.

Create a custom field

1. Open Settings from the main navigation.

2. Click Custom Fields.

3. Click New Field.

4. Enter a name for the field.

5. Select a field type.

6. Choose whether the field applies to contacts, companies, or both.

7. Click Save.

Available field types

• Text — Single line for short answers

• Text Area — Multiple lines for longer content

• Number — Numeric values with decimals

• Date — Date picker

• Email — Email address with validation

• Phone — Phone number

• Link — Website URL (opens in new tab when clicked)

• Checkbox — Yes or no toggle

• File — File attachment (up to 10 MB)

• Dropdown — Single selection from a list of options

• Multi-Select — Multiple selections from a list of options

Add options to dropdown or multi-select fields

1. When creating or editing a dropdown or multi-select field, scroll to the Options section.

2. Click Add Option.

3. Enter the option label.

4. Repeat for each option you need.

5. Click Save.

Reorder fields

Fields appear in the order you set. Drag and drop fields in the custom fields list to change their order.

1. Open Settings from the main navigation.

2. Click Custom Fields.

3. Drag a field to its new position.

4. The order saves automatically.

Edit a custom field

1. Open Settings from the main navigation.

2. Click Custom Fields.

3. Click on the field you want to edit.

4. Make your changes.

5. Click Save.

Delete a custom field

1. Open Settings from the main navigation.

2. Click Custom Fields.

3. Click on the field you want to delete.

4. Click Delete.

5. Confirm the deletion.

Deleting a field removes it and all its saved values from contacts and companies.

FAQs

Where do custom fields appear? Custom fields show up in contact and company forms when creating or editing records. Saved values display in the contact or company profile.

Can I make a custom field required? Custom fields are optional by default. Required fields are available in workflow steps.

What file types can be uploaded? File fields accept PDF, Word, Excel, PowerPoint, images, text files, and ZIP archives up to 10 MB.