What a custom field is
Every contact has standard boxes: name, phone, email. A custom field is a box you add for something your business needs, like Job type, Pet's name or Renewal date. Once it exists, forms can fill it, workflows can use it, and you can filter and personalise messages by it.
Fields belong to a record type
A field sits on a contact, an opportunity, a company or a task. Pick the one where the detail lives. A contact's birthday goes on the contact. A job's value goes on the opportunity.
CRM› Custom Fields1 See it on the App mapFolders keep the contact tidy
Folders are headings on the contact record, like Job details or Preferences. Related fields sit together instead of in one long list. Make the folder first with Create folder.
Create the field
Click Create field, choose the type, the record, the name and the folder. Pick the type carefully: a Dropdown keeps answers consistent so you can filter by them later; Single line is free text.
Example fieldJob typeDropdown optionsBlocked drain Hot water Leaking tap Gas fitting Other
1 type, 2 which record, 3 name, 4 folder, 5 description for your team, 6 hint shown in forms. Use the key anywhere
Each field gets a key like {{contact.job_type}}. Paste it into a text, email or page and it fills in that contact's answer.
Locked fields
Fields with a padlock are built in. You can't delete them, but you can still use them.
The details your business cares about live on the contact, ready for forms, filters and personalised messages.
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