Create Custom Field
Adding a new Custom Field is quick and allows you to start collecting specialized data immediately. Follow these steps to create and deploy a new field.
Step-by-Step Guide
- Navigate to Settings > Custom Fields in your dashboard.
- Click the + Add Field button in the top right corner.
- Select Field Type: Choose the format that best fits your data (e.g., Text Input, Dropdown, Checkbox, Date Picker, or File Upload).
- Name Your Field: Provide a clear, descriptive name that your team will easily understand.
- Assign to a Group: Place the field into an existing folder/group or create a new one to keep your CRM organized.
- Configure Options: If you selected a Dropdown, Radio, or Checkbox type, enter the selectable options.
- Review your settings and click Save. The field is now ready to be used in forms, surveys, and contact profiles.
Pro-Tip: Use the "File Upload" custom field type in your onboarding forms to allow clients to securely submit documents (like IDs or contracts) directly into their contact record.