Settings
Custom fields
Extend CRM records with workspace-specific information
Custom Fields adds structured information to supported record types so the CRM can reflect the agency’s process
What this workspace includes
- Field list
- Record type
- Field label and input type
- Display and data entry
Complete workflow
- 1
Choose a record type
Decide where the information belongs
- 2
Create the field
Use a clear label and suitable type
- 3
Add values
Update representative records
- 4
Review usage
Confirm the field supports the intended process
How records and settings behave
- Fields extend the selected record type
- Existing records can receive values later
- Field labels appear in supported record views
Working effectively
- Create fields only for actionable information
- Use consistent formats
- Avoid duplicating standard fields
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Custom fields?
Decide where the information belongs
When is my work saved?
Fields extend the selected record type
How do I confirm the result?
Return to the related list or detail view and review its current status. Field labels appear in supported record views