Why Use Custom Fields?

• Company: Track industry, size, revenue, or other attributes specific to your clients.
• Deal: Record product interest, sales forecasts, or custom sales process details.
• Person: Store birthdays, hobbies, or any personalized information about your contacts.

Setting Up Custom Fields

Tip: By default, all users can edit custom fields. Admins can lock fields so only administrators and executive users can make changes.

1. In the lower-left corner, click Settings.
2. Go to the Data Entry tab and select Custom Fields.
3. Choose Your Record Type:
   • Select Company, Deal, or Person.
4. Organize with Custom Field Groups (Optional):
   • By default, fields are ungrouped. Set up custom field groups for easier navigation and better organization.
     Here is more information on Custom Field Groups.
5. Click + Add Custom Field and pick the field type that suits your needs.
6. Edit or Delete Fields:
   • Hover over the field name and use the edit (pencil) or delete (trash can) icons for quick changes.

Note: Once a custom field is created, its type cannot be changed.

Types of Custom Fields

• Number Field: Store numerical data (e.g., number of locations, currency). 
• Text Field: Store any character(s)—perfect for names, addresses, or free-form notes.
• Currency Field: Track money values, complete with automatic currency symbols.
• Dropdown Field: Select one option from a preset list—great for regions or industries.
• Picklist Field: Choose multiple options from a list—ideal for interests or recurring events.
• Date Field: Pick a specific date from a calendar interface.
• Single Association Field: Link to one company in your CRM (e.g., Parent Company).
• Multiple Association Field: Link to several companies (e.g., subsidiaries).
• Boolean Field: Store a simple True or False value for easy filtering.

• Click the double paper icon (Clone) next to the field you want to duplicate.
• The system will instantly create a copy, saving you time on setup.