Custom Fields

Custom Fields

Add custom metadata to accounts and contacts.

Overview

Custom fields let you store business-specific data that isn’t captured by default.

Creating Custom Fields

Step 1: Access

1. Go to Settings → Custom Fields
2. Click Add Field

Step 2: Configure

Field Types

Text

Single or multi-line text:

Number

Numeric values:

Date

Date values:

Selection

Pick from options:

Special Types

Field Properties

Visibility

Editable

Managing Fields

Reorder

Drag to reorder on forms.

Edit

Change field settings:

1. Click field
2. Edit settings
3. Save

Archive

Soft-delete fields:

1. Click field
2. Click Archive
3. Confirm
4. Hidden but data preserved

Delete

Permanently remove:

1. Archive first
2. Click Delete
3. Confirm
4. Data deleted

Using Custom Fields

In Accounts

View on account profile:

1. Open account
2. Click Custom Fields tab
3. Fill in values
4. Save

In Filters

Filter accounts by custom fields:

Filter:
Custom Field "Customer Type" = "Enterprise"
AND
Custom Field "Region" = "North America"

In Reports

Include in reports:

• Group by custom field
• Filter by custom field
• Aggregate custom field values

Examples

Account Custom Fields

Contact Custom Fields

Best Practices