Custom fields

Field types

• Text — short string (e.g. "Service address").
• Long text — multi-line notes.
• Number — integer or decimal (e.g. "Square footage").
• Currency — formatted with the workspace's default currency.
• Date — calendar date (e.g. "Last service").
• Single-select — pick one from a list (e.g. equipment brand).
• Multi-select — pick many.
• Boolean — yes/no toggle.
• URL — clickable link.

Adding a field

Settings → Custom fields → "New field." Name, type, and (for selects) the option list. New fields appear on every contact retroactively, with a null value until you fill them in.

Where they show up

• Contact detail page (in a "Custom fields" section).
• Kanban deal cards (you pick which fields to surface).
• Form field mapping (so a form's "Service address" field auto-fills the contact's "Service address" custom field).
• Agent prompts — your chatbot can read custom fields when answering ("Hi Jane, last time we serviced your furnace was March — would you like to schedule maintenance?").
• CSV exports.

Renaming and deleting

Renaming a field is safe — all data is preserved, only the label changes. Deleting permanently removes the data from every contact — there's a confirmation step that lists how many records are affected.

Next

• Adding customers
• Customer Portal