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Custom fields and values

How to create a custom field

In Settings › Custom Fields, pick the object (for example, Contacts), click Create Field, choose the type, give it a name and folder, and click Create Custom Field. The field then shows up on records, forms, filters and automations.

Updated on

Before you start

  • You need access to Settings.
  • Decide which object the information belongs to, because it can't be changed later:
    • Contact: details about the person (birthday, source, preferred contact method, service of interest);
    • Opportunity: details about a specific deal (budget, urgency, expected close date).
  • Check the list first for an existing field with the same purpose, so you don't create duplicates.
Where to find it

Settings › Custom Fields › Create Field

Step by step

Create the field

  1. In the left menu, open Settings and click Custom Fields.
  2. In the object selector at the top of the page, choose the object (for example, Contacts) and stay on the Fields tab.
  3. Click Create Field in the top-right corner.
  4. Choose the field type that matches the information, for example:
    • Single Line for short text, Multi Line for longer text;
    • Number or Monetary for amounts;
    • Date Picker for dates;
    • Dropdown, Radio Select or Checkbox to choose from fixed options;
    • File Upload, and more.
  5. Fill in the details:
    • Field Name: the label your team sees;
    • Folder: the group the field appears in on the record;
    • Key: the identifier used in messages and automations (suggested automatically);
    • optionally, a description and placeholder text.
    • If the type has options (dropdown, radio), enter each option.
  6. Check the Live Preview on the right.
  7. Click Create Custom Field.

Organize fields into folders

  1. In Settings › Custom Fields, choose the object and open the Folders tab.
  2. Click Create Folder, give it a name (for example, "Medical details" or "Preferences") and save.
  3. When creating or editing a field, choose that folder.

Tips

  • To use a field's value in a message, insert it with the editor's field picker (it uses the field's key, for example {{contact.date_of_birth}}).
  • Create fields before importing contacts: you can only map columns to fields that already exist.
  • Use dropdowns instead of free text whenever answers are fixed: it makes filtering much easier later.

Common problems

  • The field doesn't appear in my form or workflow → Check the field's object. Only Contact fields appear in forms and contact workflows.
  • I created the field on the wrong object → The object can't be changed. Create a new field on the right object and delete the old one if it isn't being used.
  • I can't find the field on the contact record → Look in the folder you chose, or turn off Hide Empty Fields on the record.
  • I don't see Custom Fields → Your user doesn't have access to Settings. Ask an admin.

Frequently asked questions

What's the difference between a custom field and a custom value?

A custom field stores a different value for each contact (for example, birthday). A custom value stores one value for the whole account (for example, your business phone number).

Can I use custom fields in reports?

Yes, in some dashboard and report components, depending on the object and field type.

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