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Custom fields and values

Which custom field type to choose (URL, date and time, rich text, users, options with images)

In Settings › Custom Fields, when creating a field pick the type that fits the data: URL (with domain controls), Date and time (date only, time only, or restricted to future/past dates), Rich Text, Users (one or several team members, with follower access) or checkbox/radio options with images.

Updated on

Before you start

  • You need admin access to create custom fields.
  • Decide what information the field will store and on which record (contacts, opportunities, companies…). Not every type is available on every object.
  • If a text field already holds that information, consider whether a new field with the right type is worth it.
Where to find it

Settings › Custom Fields › (choose the object) › Create Field

Step by step

Create the field with the right type

  1. In the left menu, open Settings and click Custom Fields.
  2. Choose the object (for example Contacts) and click Create Field.
  3. Pick the type based on the data you will store (see below).
  4. Name the field, choose its folder and fill in the type-specific options.
  5. Check the preview and save.

URL

  1. Use the URL type for websites, social profiles, portfolios or any web address, instead of a text field.
  2. Under domain controls, choose: allow all domains, allow only specific domains (for example only linkedin.com) or block specific domains.

Date and time

  1. Choose the format: Date & Time, Date Only or Time Only (for example a preferred contact time).
  2. If it makes sense, restrict the selectable dates: future dates only (for example a renewal date), past dates only or a specific date range.

Rich Text

  1. Use Rich Text when the information needs bold, italics, headings or lists (instructions, summaries, long notes).
  2. For plain short or long text, keep using Single Line or Multi Line.

Users

  1. Use the Users type to link team members to the record (for example the assigned technician and the sales rep).
  2. Choose whether the field accepts one or multiple users.
  3. Selected users get follower access to the record.

Options with images

  1. On Checkbox fields (multiple choice), add an image to each option when a picture helps tell them apart (products, designs, styles).
  2. On Radio fields (single choice), add an image or icon to each option.

Tips

  • Date fields allow date filters in smart lists; text fields don't.
  • A URL field with allowed domains stops the team from pasting emails or loose text where a link should be.
  • Before building a process on a field type, confirm that type is available on the object and in the place you will use it (forms, contact page, automations).

Common problems

  • The type I want isn't offered for this object → Availability varies by object. Try another object or use the closest type (for example Single Line instead of URL).
  • The team can pick past dates in a renewal field → Edit the field and enable the future dates only restriction.
  • A link saved in the URL field is rejected → The domain isn't in the allowed list (or is blocked). Adjust the field's domain controls.
  • Rich text shows up unformatted in an email → Not every place renders the formatting; test before using the field in messages.

Frequently asked questions

Should I use URL or text to store a website?

URL. Besides validating the address, it lets you control which domains are accepted.

Can I turn an existing text field into a URL field?

Create a new URL field and copy the values over; don't switch the type without first confirming you won't lose data.

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