Custom Fields
Custom fields let you capture data that’s specific to your business. Add fields to contacts, deals, leads, invoices, quotations, projects, tasks, and more.Creating a custom field
- Go to Settings > Custom Fields
- Select the entity type (e.g., Contacts, Deals, Leads)
- Click Add Field
- Configure the field:
| Setting | Description |
|---|---|
| Label | Display name of the field |
| Field Type | Type of data the field stores |
| Required | Whether the field must be filled |
| Placeholder | Hint text shown in the input |
| Description | Help text for users |
| Position | Display order among other fields |
Screenshot: Custom field configuration
Field types
| Type | Description |
|---|---|
| Text | Single-line text input |
| Long Text | Multi-line text area |
| Number | Numeric values |
| Currency | Monetary amounts |
| Date | Date picker |
| Email address with validation | |
| Mobile | Phone number |
| Link | URL field |
| Single Option | Dropdown with one selectable value |
| Multiple Option | Dropdown with multiple selectable values |
| File Picker | File attachment |
| Single User Select | Select one team member |
| Multiple User Select | Select multiple team members |
Option fields
For Single Option and Multiple Option fields:- Add options when creating the field
- Each option has a label and value
- Options can be reordered
- Add new options at any time
Supported entities
Custom fields can be added to:| Entity | Description |
|---|---|
| Contacts | Contact-specific fields (can be scoped to contacts or companies) |
| Leads | Lead qualification data |
| Deals | Deal-specific data (scoped to a pipeline) |
| Invoices | Invoice metadata |
| Quotations | Quotation metadata |
| Projects | Project-specific data |
| Tasks | Task metadata |
| Products | Product specifications |
| Sales Orders | Order-specific data |
Using custom fields
In forms
Custom fields appear in create and edit forms for their entity type. Required fields must be filled before saving.In filters
Custom fields are available as filter options in list views. Filter by any custom field value to find specific records.In documents
Custom field values can be included in document templates (invoices, quotations) using template variables.Managing custom fields
Reordering fields
- Go to Settings > Custom Fields
- Select the entity
- Drag fields to reorder them
- The new order reflects in all forms
Deactivating fields
Toggle a field’s Active status to hide it from forms without deleting the data. Existing values are preserved.Deleting fields
Deleting a custom field permanently removes the field definition and all stored values across all records.FAQ
Can I make a custom field required?
Can I make a custom field required?
Yes. Set the Required flag when creating or editing the field. Users won’t be able to save records without filling in required custom fields.
Can I use custom fields in automations?
Can I use custom fields in automations?
Yes. Custom field values from trigger events can be used in automation actions via merge tags.
Is there a limit on the number of custom fields?
Is there a limit on the number of custom fields?
There is no hard limit on custom fields. Add as many as you need for each entity type.
Can I scope deal custom fields to a specific pipeline?
Can I scope deal custom fields to a specific pipeline?
Yes. Deal custom fields can be scoped to a specific pipeline, so different pipelines can have different field sets.