Add/Edit/Delete Custom Fields

If you require a field in OnePageCRM that does not exist by default, you can create an unlimited number of custom fields.

Only the Account Owner or Administrators can create Custom Fields.

There are three types of Custom Fields in OnePageCRM (for Contacts, Organizations, and Deals).

Add a Custom Field

Go to your User/Profile icon (top right-hand corner) → Settings → Custom Fields tab → click + Add under either

Contact Fields

Organization Fields

Deal Fields

Settings Page l Custom Fields

Add a Field name and select Field type for your new Custom Field → Click Save when done.

New Custom Field

Select a Custom Field and simply 'drag and drop' it to re-order the list of custom fields.

Drag 'n' Drop Custom fields

The options for the Field Type Dropdown can be reordered by 'drag and drop' as well.

Click on the pencil icon to the right of the Custom Field you wish to edit.

Edit Custom Field

In the Edit Custom field box → update the required details → Click Save.

Save Custom Field

Click on the bin icon to the right of the custom field you wish to delete.

Delete Custom Field

In the warning message, click Delete to confirm the deletion of the custom field.

Delete Custom Field pop-up

You have the option to restore a deleted Custom Field within 24 hours.

Click Undo delete.

Undo Delete