Custom Fields let you capture and store information that is specific to your business beyond the default contact and record properties. Use them to tailor your CRM to the exact data you need to track.

Frequently Asked Questions #

What are custom fields? #

Custom fields are additional data points you create to store information unique to your business, such as industry, account tier, or any other detail not covered by the standard fields.

Where can I create custom fields? #

Custom fields are managed from the Settings area under Custom Fields, where you can add, edit, and organize the fields available across your records.

What types of custom fields are available? #

You can create a range of field types including text, number, date, dropdown, checkbox, and multi-line text, allowing you to capture data in the most appropriate format.

Can custom fields be used in workflows and forms? #

Yes. Once created, custom fields can be referenced in forms, workflows, and automations so the data you collect flows through your CRM and powers personalization.

Can I group or organize custom fields? #

Custom fields can be grouped into folders or categories, making it easier to keep related fields together and locate them quickly when building records or forms.

Are custom field values searchable? #

Yes. Data stored in custom fields can be used to filter, segment, and search your contacts and records, helping you build targeted lists and reports.