How to add/edit/delete Custom Fields

Customize your contact's data with Custom Fields that allow you to create additional fields to store information about your contacts. There are 3 types of custom fields: Contact, Organization and Deal custom fields. 

These  Custom Fields can be added, edited, or removed only by an Account Owner or Administrator user.

In this article:
How to add a Custom Field How to edit a Custom Field
How to delete a Custom Field

How to add a Custom Field

1
Go your  User Profile / Initials (on the top right-hand corner) →    S etting Custom Fields tab →  Add .

Scroll to create an Organization or Deal custom field.

2
In the New Custom field box → add your custom field detail → select Field type from the drop-down list:
  • Single line text - alphanumeric text field that accommodates a few words on a single line.
  • Multi line text - alphanumeric text field that accommodates longer text on multiple lines.
  • Number - numeric field that only holds numbers.
  • Dropdown - drop-down list with options.
  • Date - calendar date field used for date joined etc.
  • Checkbox - allows multiple selections from a list of values.
  • Anniversary date - calendar date field with the option to be reminded of an anniversary by email. This can be used for birthday, expiry date etc.
    Note: This is not available for Organization or Deal Fields.

3
Save.
4
Use the  up and down arrows to re-order the list of custom fields.

How to edit a Custom Field

1
Click on pencil icon to the right of the custom field you wish to edit.
2
In the Edit Custom field box → update the required details.
3
Save.

How to delete a Custom Field

1
Click on the  bin icon to the right of the custom field you wish to delete.
2
In the warning message, click OK to confirm the deletion of the custom field.

3
You have the option to restore a deleted custom field within 24 hours. Click Undo delete
NOTE
  • To enable the Title custom field, check out How to add Title to a contact?
  • You can re-order checkbox and dropdown field labels by opening the custom field you wish to edit and clicking on the arrows.
  • You can also follow these steps to add/edit/delete Custom Fields for organizations using Organization Fields and deals using Deal Fields.
  • There is no Anniversary date field type for Deal Fields.
  • There is no Anniversary date fields type for

    Organization Fields.

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