Custom Fields
Custom Fields
Add your own fields to capture the data that matters to your business.
Create a custom field
- Open Custom Fields.
- Enter a field name and choose a type (text, number, boolean, date).
- Select where the field applies (e.g., contacts, deals, projects) when available.
- 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.