Settings: Custom Fields
Learn how the Custom Fields section lets your business tailor the CRM to store the extra information that matters most to your own way of working.
Thought Process
Not every business wants to store exactly the same information. The Custom Fields section exists so the CRM can be shaped around the client’s own requirements rather than forcing every organisation into a fixed layout.
This allows the business to rename fields, decide what kind of data a field should hold, and in some cases link the field to a custom list. That means the same custom field can behave in a more structured way throughout the CRM wherever it appears.
Why it matters
Custom fields help the CRM capture the information your business actually cares about, even when that information is unique to you.
Why flexibility helps
By controlling the field name, data type, and optional list behaviour, the field can be made much more useful and consistent.
What This Section Lets You Control
Change the field name
You can rename the field to match the wording your business prefers. Once changed, that label will be shown throughout the CRM wherever that field appears.
Choose the data type
You can define the type of data the field will store, helping make the field better suited to the information being entered.
Link the field to a custom list
Instead of using a normal data type, the field can be linked to a custom list so the values shown come from a controlled list of options.
Enable list selection options
If a custom list is chosen, another section becomes available so the relevant custom list can be selected for that field.
Use list values in the CRM
Wherever that field is displayed, users will then be able to select from the linked custom list instead of typing a free-form value.
Show stored list values clearly
If a list-based value has already been set, the CRM can show the item from that list wherever the field is displayed later.
Field Types and Custom List Behaviour
A custom field can be used in two main ways:
Standard data field
The field stores a normal type of value, depending on the data type chosen, such as text, number, date, or another supported format.
Custom list field
The field is linked to a custom list instead. In that case, users do not enter a free value directly. They select from the options in the linked list, helping keep data more structured and consistent.
Simple Walkthrough
- Go to Settings.
- Open the Custom Fields section.
- Choose the field you want to configure.
- Change the field name to match the wording your business wants to use.
- Select the type of data the field should store.
- If required, choose the option to link the field to a custom list.
- Select the relevant custom list once that option becomes available.
- Save the changes so the field behaves correctly throughout the CRM.
Getting the Most From Custom Fields
Use clear names
Rename fields in a way that makes sense to your staff so users immediately understand what the field is for.
Use custom lists for consistency
If the same kind of answer should be reused again and again, linking the field to a custom list usually gives cleaner and more reliable data.
Use free entry only where needed
Free-entry fields are flexible, but they can lead to inconsistency if the information should really come from a fixed set of choices.
Think about where the field appears
Because the custom field name is shown throughout the CRM, it is worth choosing wording that still makes sense in every place it is displayed.
Test it after saving
Once the field has been configured, check it where it appears in the CRM to make sure the behaviour feels right in day-to-day use.
Check the related custom list
If the field depends on a custom list, make sure that list itself has been built properly so the field shows the right options.