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Create and manage custom fields in CRM
Create and manage custom fields in CRM
Naoko avatar
Written by Naoko
Updated over a week ago

You can create and edit custom fields, so you can really make your CRM work for your business.

Adding custom fields

By adding custom fields, you can tailor your CRM to the needs of your business. Doing so is straightforward.

  1. Go to CRM.

  2. Click the gear icon within your CRM table. Then click "+ Add new field."

    You will be given 7 field types: Text, Number, Money, Date, Checkbox, Dropdown, and Rating.

  3. Once you've selected a field type, you need to give your field a descriptive name

    and customize the field options (if applicable).

Field type list:

  • Text: the most flexible field type, which can be used for almost anything

  • Number: a simple numerical field

  • Money: a great option if you have custom rates for each client

  • Date: can be used to track service dates, birthdays, anniversaries, etc.

  • Checkbox: a yes/no field

  • Dropdown: perfect for selecting from a standard list of items

  • Rating: a star scale that allows you to assign a rating to a customer

Viewing custom fields

Now that you've added a custom field, you'll see it on all of your individual customer records.

To view custom fields as a column in your CRM table view:

Click the gear icon and click the field name you want to add. If a field is not already visible, you will find it under Available columns. You can also see an example of this in the screenshot below.

To remove a column from your CRM table view, click on the field name in the "Visible columns" list, and this action will move it to "Available columns."

Editing custom fields

To edit a custom field,

  1. Click the gear icon and hover the cursor over the field you want to edit.

  2. Click the pencil icon.

  3. Edit the field within the popup and click "Save."

All custom fields are editable, as well as the default Status and Source fields. The remaining default fields cannot be edited.

Now that you understand the process for adding, viewing, and editing custom fields, you can utilize this tool to make your CRM work more effectively for you and your business!

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