CRM Custom Fields
Add custom fields for People, Companies, Deals, and Appointments.
Use CRM Custom Fields to add extra structured fields to CRM records.
How to Get Here
- Click your workspace name in the top-left corner.
- Click Settings in the menu that opens.
- Click CRM Custom Fields under "Workspace" in the left menu.
Choose an Entity Type
The Custom Fields page shows four entity types:
| Entity | What it controls |
|---|---|
| People | Custom fields for people. |
| Companies | Custom fields for companies. |
| Deals | Custom fields for deals. |
| Appointments | Custom fields for appointments. |
Click an entity type to manage fields for that record type. The detail page shows All custom fields, the entity name, the current field count, and Add Field.
Add a Custom Field
- Open Settings → CRM Custom Fields.
- Click People, Companies, Deals, or Appointments.
- Click Add Field.
- Choose an Icon if needed.
- Fill in Label.
- Add Description (optional) if the field needs help text.
- Choose Field Type.
- Click Create Field.
Field Types
| Field Type | Use it for |
|---|---|
| Text | Single or multi-line text. |
| Number | Numeric values. |
| Date | Date picker values. |
| Select | A single choice from options. |
| Multi-select | Multiple choices from options. |
| Boolean | A true/false toggle. |
| Member | One workspace teammate, shown by name and avatar. |
If an entity has no custom fields yet, the page says No custom fields yet. Create one to get started.
Member Fields
Choose Member to assign one active workspace teammate. Search by name or email, or choose Unassigned to clear the value. Member fields do not support default values or sorting.
Filters support is, is not, is empty, and is any of. Renaming a teammate keeps assignments and saved filters intact. Removing someone from the workspace preserves existing values with a former member label; they cannot receive new assignments.
CSV imports match an active workspace teammate by email. Blank cells leave the existing value unchanged. Exports use the teammate's email, including former members when their account still exists. If the account was deleted, the exported cell is blank and the download shows a warning.
Workflows and public API writes use the teammate's user ID. Workflow inputs can also use a template that resolves to that ID. IDs from another workspace are rejected.