Custom Fields & Custom Objects

Custom Fields

Custom fields allow you to capture data specific to your business on any CRM entity. Add custom fields to contacts, deals, customers, and custom objects.

Creating Custom Fields

Navigate to the entity where you want to add fields and look for the Custom Fields section. You can create fields of the following types:

• Text — Single-line or multi-line text input
• Number — Integer or decimal values
• Date — Date picker
• Dropdown — Single selection from predefined options
• Multi-Select — Multiple selections from predefined options
• Checkbox — Boolean true/false toggle
• URL — Clickable web links
• Email — Email address with validation
• Phone — Phone number

Custom fields automatically render on detail pages, edit forms, and can be used in filters and reports.

Custom Objects

Custom objects let you create entirely new data entities beyond the built-in contacts, deals, and customers. This is useful for tracking data unique to your business.

Common Use Cases

• Vendors — Track vendor relationships and contracts
• Partnerships — Manage strategic partner information
• Assets — Track equipment, licenses, or inventory
• Locations — Manage office locations or territories

Creating a Custom Object

Navigate to Lead & Customer Management > Custom Objects and click New Object:

1. Enter the object name (e.g., "Vendor") and plural name (e.g., "Vendors")
2. Choose an icon from the available options
3. Add an optional description
4. Click Create Object

Once created, you can add records to your custom object, each with a name, description, and any custom fields you define. Custom objects support the same dynamic field system as built-in entities.

Managing Records

Click on any custom object card to view its records. From the record list you can:

• Add new records with the Add button
• Search records by name or content
• View record details and custom field values
• Delete records that are no longer needed