Add your own fields
1. What a custom field is
Every deal, person and organization already has its standard fields. A custom field is one more that your workspace adds, such as "Contract length" on deals. Open Settings from the account menu and choose Fields. Your fields lists them, grouped by On people, On organizations and On deals. Everyone can read the list. Adding, renaming and retiring need permission, and the page says when your role has none.
2. Add a field
- Under Add a field, type What people call it.
- Choose the Kind of record and the Kind of value: Number, Money, Date, Date and time, Text, One of a set, Any of a set or Yes or no.
- For a set, type the choices under Choices, one per line.
- Press Add the field.
The field appears on the add and edit forms at once. Imports can fill text and one-of-a-set fields. Its permanent Storage name starts as the label; open Storage name and sorting to change it before you add the field, because imports and reports find the field by it. Tick Let lists sort it and filter it by a range only when someone needs that: a workspace has only a few such places.
3. Rename it, or change its choices
Press Rename beside a field to change what people call it; its values stay. Press Choices to edit the choices of a set field. A choice cannot be renamed: add the new spelling and remove the old one. Removing a choice changes no record; records that hold it keep it. If any do, the screen names them and asks you to tick that you understand.
4. Retire a field
Press Retire beside a field. The screen says how many records hold a value in it. Retire it permanently takes the field off the forms; the values stay on their records under its name. This cannot be undone, and the history does not record it. Be sure before you press it.