Custom Fields

The Custom Fields module allows you to extend your CRM by adding custom data fields to different modules such as Contacts, Companies, Leads, and Deals.
Use custom fields to capture unique information relevant to your business.

You can access this from:
Settings → Workspace → Custom Fields

Modules

The overview page lists all modules that support custom fields:

Contacts
Companies
Leads
Deals

Each row shows how many custom fields currently exist for that module.

Click a module to manage its custom fields.

Managing Custom Fields

When selecting a module (e.g., Contacts), you’ll see a list of all custom fields created for that module.

If no custom fields exist, the page displays a No Custom Fields message with an option to create your first field.

To create a new field, click:
+ Create Custom Field

Creating a Custom Field

A modal appears allowing you to define your custom field.

Fields in the form:

1. Label (required)

A human-friendly name for the field, such as:

Company Size
Industry Type
Lead Source
Budget Estimate

2. Field Name (auto-generated)

This is automatically created from the label.
It will be used as the internal API key of the field.

3. Field Type

Choose how the data should be stored and displayed.
Available field types include:

Text
Number
Date
Boolean
Textarea
URL
Array
Dropdown
Email
Phone
Currency
More field types depending on your CRM configuration

4. Description (optional)

Add a helpful explanation for your team about the purpose of the field.

After filling in the details, click Create to save the field.

Field Types Explained

Text

General-purpose text input (e.g., “Favorite Product”).

Number

For numerical inputs (e.g., “Employee Count”).

Date

For selecting a calendar date (e.g., “Contract Renewal Date”).

Boolean

Checkbox for Yes/No values.

Textarea

Long text input (e.g., “Additional Notes”).

URL

Website links (e.g., “Company Website”).

Array

Multiple values, used for tags or multi-value options.

Select from a predefined set of values.

Email / Phone / Currency

Specialized formats with validation.

Editing & Deleting Custom Fields

After creating fields, you can:

Edit
Delete

Custom fields can be modified anytime, but deleting a field permanently removes all associated data.

⚠️ Deleted custom field data cannot be recovered.

Best Practices

Use clear, descriptive labels for easy understanding.
Avoid creating too many fields to keep CRM forms lightweight.
Use dropdowns for standardized values (e.g., Industry, Region).
Use field descriptions to help team members know how to use each field.
Periodically clean up unused custom fields.

Custom Fields

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