Custom Fields

Open Configurations and go to Custom Fields. Select the entity type you want to extend, Team, Leads, Clients, or Contacts, then click Add custom field, fill in the details, and save. Each field records a label, a type such as a select list, whether it is required, and the order it appears in. A field added under Team then shows on employee records.

This article covers where custom fields live and how to add one. Managing custom fields is aimed at admins.

Where custom fields live

Custom fields are part of your company configuration.

1. Open Configurations.
2. Go to Custom Fields.

Choose an entity type

Custom fields are grouped by the type of record they belong to. Use the buttons at the top to switch between entity types before adding or reviewing fields:

• Team for employee records.
• Leads for CRM leads.
• Clients for clients.
• Contacts for contacts.

A field you add under Team, for example, shows up in the Custom Fields section when you create or edit an employee.

Add a custom field

1. Select the entity type you want to extend.
2. Click Add custom field.
3. Fill in the field details and save.

Each custom field is listed with the following properties:

Property	What it defines
Label	The name shown for the field on the record.
Type	The kind of input, such as a select list.
Required	Whether the field must be filled in.
Order	Where the field appears relative to others.

Related articles

• Adding Employees
• Employee Profiles
• Employee Benefits
• CRM Overview