Custom Fields
Custom Fields allow you to extend CRM entities with additional data fields specific to your business needs. Custom fields are defined per tenant and appear dynamically on the corresponding entity forms.
Custom fields are particularly useful for mapping data to messaging templates (e.g., WhatsApp templates that reference fields beyond the standard CRM schema).
Custom Fields Grid
The grid displays all custom field definitions for the current tenant, grouped by entity type.
Create/Edit Custom Field
| Field | Description |
|---|---|
| Entity Type | Which entity this field applies to: contact, account, or lead |
| Field Name | Internal identifier (alphanumeric, underscores) |
| Field Label | Display label shown on the form |
| Field Type | Data type (see below) |
| Options | Comma-separated values for select type fields |
| Required | Whether the field must be filled in |
| Sort Order | Controls the display order within the Custom Fields section |
Field Types
| Type | UI Element | Description |
|---|---|---|
| text | Text input | Single-line text |
| number | Text input | Numeric value |
| date | Date picker | Calendar date |
| textarea | Multi-line text | Longer text content |
| checkbox | Checkbox | Boolean yes/no |
| select | Dropdown | Choose from predefined options (defined in the Options field as comma-separated values) |
How Custom Fields Appear
Once defined, custom fields automatically appear in a collapsible “Custom Fields” section at the bottom of the corresponding entity form (Contact, Account, or Lead). No application restart is needed — fields appear immediately for all users of the tenant.
Custom field values are stored separately from the main entity record, so adding or removing custom field definitions does not affect existing entity data.