* Available to Admins or Authorized Users *
We know that some customers may need some extra fields to meet their company’s needs. If you need a field it can be always created!
You can create unlimited custom fields in
- Persons
- Organizations
- Deals
With custom fields you will have more information to classify your deals and contacts, and/or you will be able to add additional information from external sources like your billing system, or any other source.
In order to create fields, just go to settings, click on custom fields, select the “Custom Fields” tab and click on “Add new field”.
When you create a custom field you will choose the table to apply the field to, and (very important) the field type. Please be advised that you can edit the field name at anytime, but you won’t be allowed to change the field type later.
Custom fields will appear in deals, persons and contacts on the left side.
Custom Fields can be updated via API.