Custom fields on companies and people

Who can do thisCRM Administrator

Custom fields add your own information to companies and people, for example a contract level or an SLA. You define them under ManagementCustom fields; users fill them in on a company's or person's edit page. The card on the tab is titled Custom fields.

Add a field

1. Choose On companies or On people.
2. Click Add field.
3. Fill in the editor:
   • Key: a snake_case name such as contract_level. It cannot be changed after the field is created.
   • Kind: text, number, enum, multiselect, boolean, date, currency, reference, url, email or phone. It cannot be changed later either.
   • Label (required) and Section, which groups fields on the edit page.
   • Access class: None, CRM only or Shared with other products. See below.
   • Options (one per line) for enum and multiselect, Unit for number and currency, Reference target for a reference.
   • Help text, Required and Show in list views.
4. Click Save field.

Change, archive and restore

Each row has Edit and Archive; an archived field has Restore. Archiving hides the field from the forms without deleting stored values.

Shared or CRM only

A field is readable, and writable, by Helpdesk, AMS and Hub connectors only when it is marked Shared with other products. None and CRM only both keep it inside CRM; the difference is that CRM only records that someone decided so. See Shared vs CRM-only custom fields.

Where users fill them in

Custom fields are not on the New account form. Users create the company first and then fill the fields on Edit; see Editing a company and its custom fields. The account page shows a custom fields card only when the workspace defines fields.