Custom Fields

Add your own fields to contacts, companies, and deals. Text, number, date, dropdown.

CRM Core
3 min read
crm
customisation
admin

Custom fields let you record anything specific to your business. Open Settings and add a field to the entity you need.

Field types Text, long text, number, date, single select, multi select, checkbox.

Who can see them Owner, creator, admin, and any follower on the record. RLS is enforced so a user without access never sees the value.