To create custom fields follow these instructions:
At the bottom of the sidebar you'll see your name. Click on it.
Click on "Settings”.
Click on "Custom Fields”.
Click the "New" button at the top. This will open a form for creating a new custom field.
Input a Name for it.
Input the type of field you want to use.
Input the scope: if it's available for a contact or a company.
And finally, input the status if it's optional or not.
Once ready, click the "Save" button.
✍️ Tip: This customization is not available in the free plan. If you have the free plan you won't see the custom field section in settings. You will need to upgrade to be able to use this feature.
How to fill up the form
Name: This is the title of the custom field. Example: If you own a Fitness center, you might need a custom field for Fitness Goal.
Type: This is the type of field you want to use. The options are: datepicker, email, number, phone, textarea and text. Choose the option that best fits your needs. Example: For a fitness goal you might wanna pick "text" to add a short answer, or you can pick "textarea" to allow for more explanation.
Scope: When you use the form to add a new contact, you can add a contact or a company. This option allows the custom field to be added to the form to add a contact and/or to the form to add a company. The option are All to add it to both, contact or company to add it just to the one. Example: Fitness Goal might be needed only in contact and not in a company.
Status: This option allows you to pick if this custom field is required, optional, hidden or collapsed. You can use the hidden option when you want to retire a custom field without deleting it.
✍️ Tip: If you are unsure of all the options, try adding as many custom fields you want and test them in a contact. You can always delete any custom field you don't need.
⛔️ Before deleting a custom field, please ensure that you are absolutely certain about your decision. It's crucial to be certain about your choice because once a custom field is deleted, all the associated information will be permanently lost and cannot be recovered.