Manage custom fields

Custom Fields extend contact records beyond built-in columns such as name, email, and phone. Open them from Settings → Contacts → Custom Fields (/user-profile-settings/custom-fields). When you add a field, the form asks for Display Label (what reps see on create/edit forms) and Type (text, number, dropdown, date, and others). Dropdown types require option lists. Define fields before CSV import so every legacy column maps cleanly—adding a field after import forces a re-upload or manual backfill. Custom fields also appear in Smart Lists filters and reporting when labeled consistently. The Contacts card separates Custom Fields from status and pond tabs—only this page controls Display Label and field type.

Video

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Who can do this

Owner or Admin.

Before you begin

• Spreadsheet or export from legacy CRM listing extra columns
• Agreement on field types and naming (Account_Tier vs informal synonyms)
• Contact Status and sources defined if imports use them

What you'll accomplish

• New fields appear on contact create and edit forms
• Import mapping preview lists custom columns
• Reporting and segments can filter on consistent labels

Step-by-step procedure

1. Open Settings → Contacts → Custom Fields.
2. Select Add field (or equivalent create action).
3. Enter Display Label exactly as reps should read it—this is the primary UI label.
4. Choose Type: text for freeform, number for scores, select for controlled vocabularies, date for timelines.
5. For dropdowns, add each allowed option on separate lines or rows per UI.
6. Save the field.
7. Repeat for every column you plan to import or capture daily.
8. Open Create a contact and confirm each Display Label renders in the form.
9. Upload a small pilot CSV on Import and verify mapping includes your custom columns.
10. Document field meanings for the team so two reps do not invent conflicting values.

Verify your work

• UI labels match product
• Primary action completes without error
• Data persists after refresh

Tips

tip

Use workspace search if you cannot find a sidebar item—some modules are role-gated.

Troubleshooting

| Missing menu | Role permission or module disabled in Workspace modules | | Action greyed out | Insufficient edit permission |

See also

• Import contacts
• Manage contact settings

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Field reference (product UI)

Use exact labels when training users or recording videos—they match the live workspace.

Area	Where to find it
Settings hub	/settings — card groups match this Help sidebar
Profile tabs	/user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency
Workspace admin	/workspace — Settings, Modules, Resources, Delete
Team	/workspace/users — Members through Roles & Permissions

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Admin checklist

1. Complete organization profile and billing before inviting the team.
2. Enable only modules you licensed under Workspace modules.
3. Connect integrations before messaging or automation go-live.
4. Populate Knowledge Hub before AI Employees or voice.
5. Verify Notification preferences personally after changing templates.

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Verify your work (extended)

• Settings save without error toast
• A non-admin test user sees expected sidebar (no billing cards if Member)
• Related module (Contacts, Inbox, Campaigns) reflects the configuration change
• Refresh browser after role or module changes

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Troubleshooting (extended)

Symptom	Likely cause	Fix
Settings card missing	Role or module gate	Check Roles and Modules
Save does nothing	Validation error on required field	Scroll for red highlights; complete * fields
Team sees old behavior	Cached session	Hard refresh; user re-login
Integration broken after change	Order of setup	Reconnect integration; check Communications settings