Add custom fields to Companies, Deals, People, or Projects to track the data that matters most to your business.
By default, all users can edit custom fields. Admins can lock fields so only administrators and executive users can make changes.
Why Use Custom Fields?
Custom fields help you capture unique information across four record types:
- 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.
- Project: Track details specific to your project workflow.
Setting Up Custom Fields
- In the lower-left corner, click Settings.
- Go to the Data Entry tab and select Custom Fields.
- Choose Your Record Type: Select Company, Deal, Person, or Project.
- 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.
- Click \+ Add Custom Field and pick the field type that suits your needs.
- Edit or Delete Fields:
- Hover over the field name and use the edit (pencil) or delete (trash can) icons for quick changes.
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 related record — Company, Deal, Person, or Project (e.g., Parent Company).
- Multiple Association Field: Link to several related records of the same type — Company, Deal, Person, or Project (e.g., subsidiaries).
- Boolean Field: Store a simple True or False value for easy filtering.
- Calculated Field: Automatically compute a value from other fields. See Calculated Fields for details on setup and supported formulas.
Cloning a Custom Field
Need a quick copy of an existing custom field? Use the Clone Custom Field option:
- 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.
Need help? Contact support at customercare@pipelinecrm.com.