Custom fields
CRM› Custom FieldsChecked 29 Oct 2026
The extra boxes on contacts, opportunities, companies and tasks that hold your business's own details.
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75
Custom fields and folders: what they are and how to make one
Fields are the boxes on a contact that hold your own details, like job type or pet's name. Folders group them.
- 1What a custom field is
- 2Fields belong to a record type
- 3Folders keep the contact tidy
8 min · 6 steps
76
Custom values: change it once, update it everywhere
A custom value is one piece of business info (your booking link, phone, address) that every message and page can reuse.
- 1Fields vs values
- 2Open them
- 3Add the ones every business needs
6 min · 5 steps