Custom Fields

Add your own fields to capture the data that matters to your business.

Create a custom field #

1. Open Custom Fields. 2. Enter a field name and choose a type (text, number, boolean, date). 3. Select where the field applies (e.g., contacts, deals, projects) when available. 4. Save.

Use custom fields #

• New fields appear on relevant forms so you can fill them in.
• Values are stored with the related records and shown in views where supported.

Tips

• Keep names short and clear so teammates and clients understand them.
• Choose the field type that best matches the data you expect.