Custom Fields enable you to customise your CRM system to reflect your business' processes.

You can configure Custom Fields at each level of the hierarchy (e.g. Contact, Opportunity or Problem level), where at each level, you can create up to 40 Custom Fields:

10 Text/URL Fields (Varchar 200 characters)
5 Number Fields (Decimal 30 characters)
5 Date Selector Fields (DateTime)
5 Yes/No Flag Fields (Bit)
5 Memo Text Fields (Long Varchar)
3 Searchable Fields (Varchar 200 characters)
5 Drop-down Fields (Varchar 200 characters)

Prerequisites

You'll need CRM Admin rights in order to follow the steps in this article

What's covered in this article

How do I configure Custom Fields?

How do I remove Custom Fields?

Step 1: Customise Record

To get started, click on the further options menu (three dots) in the top right-hand corner on the record type that you wish to add a Custom Fields to e.g. on a Contact. Choose 'Customise' from the drop-down list.

Step 2: Add Field

You'll then be in edit mode, where you'll be presented with the CRM groups and field names. To add in a new field, click on the 'Add Field/Report' option from the appropriate group.

Step 3: Choose 'Add Fields'

You'll then be presented with two options; 'Add Fields' and 'Add Report'. Choose the 'Add Fields' option in this instance.

Step 4: Accessing Custom Fields

The main Contact fields will then be listed, but to access the Custom Fields, click 'Show More'.

Scroll down until you reach the Custom Fields option and click 'Add Custom Fields'.

Step 5: Choose Custom Field Type

You can then choose what type of Custom Field you wish to add. In this example, we'll add a new Custom Text field.

You can add up to 10 Text Custom Fields. Simply give your new field a name and click 'Close'.

Step 6: Configure the Custom Field

Once you've given your new field a name, you can then configure it! Select the settings/cog icon to open the custom field configuration menu.

You can now see the configuration menu.

Format (Text field only): The option to set a Text field as Text or URL.
Decimal Places (Number field only): The option to set the maximum decimal places for the field.
Default Value: The option to set a default value for the field.
Required: The option to make the field required which results in the field being added to the record creation menu as well as the field needing to be populated.
Read Only: The option to make the field read-only and non-editable from the record (can be updated via excel or via the API).

Select 'OK' to save changes to configuration and be navigated back.

The new field will then be available to select from the list of Contact Fields. Once happy with selection click 'OK'.

Step 6: Save Changes

Our new text field has now been added to the Details section! To save this change, click on the 'Save' icon in the top right-hand corner. Your new field will then be ready to be used by all CRM users.

Note: The custom drop-down field doesn't have a limit on how many drop-down options you can add. However, only 50 will show in the drop-down when selecting in the CRM. You can still search for any remaining options not shown by typing into the field.

Removing Custom Fields

If you wish to remove a Custom Field, you'll need to open the 'Customise' section of the chosen record and click the spanner icon next to the field you wish to delete.

This will open an additional configure window where you can select the 'Delete' button to remove the field. This will not clear any data from the field, so will need updating manually. Note: You can add a deleted field back in if required.