Overview
Custom Fields allow you to capture additional information about your contacts beyond the standard fields (name, phone, email). Tailor your CRM to your business needs by adding fields for service dates, customer preferences, equipment details, or any other relevant data.
Benefits
- Capture specific business data – Track information unique to your industry
- Improve organization – Categorize and filter contacts more effectively
- Enhance reporting – Include custom data in your contact exports
- Streamline workflows – Have all relevant information in one place
Field Types Available
- Text – Names, descriptions, notes (up to 255 characters)
- Number – Quantities, measurements, scores, revenue
- Date – Service dates, renewals, follow-ups
- URL – Websites, social profiles, documents
- Checkbox – Yes/no flags like “VIP Customer” or “Active Service”
- Single Select – Choose one option (Customer Type: Residential/Commercial)
- Multi-Select – Choose multiple options (Services: HVAC, Plumbing, Electrical)
Who Can Use Custom Fields
- Available to all users with CRM access
- Custom fields are company-specific
- Any user can create and manage fields for their company