Custom fields let you track information specific to your business that doesn't fit our default fields. Add them once at the workspace level; they appear on every contact, company, or deal afterwards.
Where to set them up
Open your manage menu, then Settings → Sales → Custom fields. Full path: /manage/your-company/settings/sales/fields. Only Owners and Admins can add or edit custom fields.
Examples of when to use them
- Deals — PO number, site address, project number, prime contractor, prevailing wage flag, work permit type, expected start date.
- Contacts — preferred call time, decision-maker (Y/N), payment terms, internal account code.
- Companies — pre-qualification status, master service agreement on file (Y/N), insurance expiry, vendor number, parent company.
Adding a custom field
Pick the entity type
Custom fields are scoped to one entity type — Deal, Contact, or Company. Pick the right tab at the top of the page first.
Click + Add field
We show a form for the new field.
Pick a label
What should it be called? “PO number”, “Insurance expiry”, “Site address”. The label is what your team sees on the record.
Pick a type
How should the value be entered? See the next section for options.
Save
The field appears immediately on every record of that entity type.
Field types
- Text — short single-line text. Names, codes, references.
- Long text — multi-line text for notes-style data.
- Number — integers or decimals. Quantities, percentages.
- Currency — money amounts. Uses the parent record's currency (the deal's currency for deal fields, the workspace's for contact / company fields).
- Date — calendar dates. Insurance expiries, expected start dates.
- Checkbox — yes / no. “Decision maker”, “MSA on file”, “Prevailing wage”.
- Select — pick one option from a list you define. Lead source. Project type. Region.
- Multi-select — pick multiple options from a list. Certifications held. Trades.
Editing or archiving a field
- Rename a field — click the label, change it, save. The new label shows everywhere.
- Edit options for select / multi-select fields — add, remove, or rename options. Existing values that no longer match aren't deleted but stop appearing in the dropdown.
- Archive a field — keeps the data but hides the field from input forms going forward. Use this instead of deleting if you want to preserve historical values.
- Delete a field — removes it completely from input forms. Stored values become invisible (we don't surface them once the field is gone), so archive instead if you might want them back.
Field type can't change after creation
Once a field is created, you can rename it but not change its type. Switching from “Text” to “Date” after the fact would invalidate every value that doesn't parse as a date. If you need a different type, archive the existing field and create a new one.
Where custom fields appear
- On the detail page — left rail, in a Custom Fields card below the standard fields. Click a value to edit it inline.
- In the new-record form — when creating a contact, company, or deal, custom fields show up below the standard fields.
- In the change history — every edit to a custom field is logged the same as a standard field, so you can see who changed what and when.
Custom fields don't currently power list filters
List search and sort still operate on the standard fields. If you need to filter contacts by a custom-field value (e.g. “show me everyone with MSA on file = yes”), today's workaround is the bulk Tag action — tag the relevant subset, then filter by tag. We may add custom-field filtering later.
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