Custom Fields
Add your own fields to contacts to track any data specific to your business.
Custom fields let you store extra information on contacts that doesn't fit the standard fields. Every workspace can define its own set of fields.
Open Custom Fields settings
Go to Contacts → click ⋯ More → Custom fields. This opens the Custom Fields panel where you can create, edit, reorder, and delete fields.
Field types
| Type | Use it for |
|---|---|
| Text | Any free-form text — notes, website URLs, addresses |
| Number | Budget, lead score, order count |
| Date | Last purchase date, renewal date |
| Select | Pick one option from a fixed list (e.g. Customer Type: Retail / Wholesale / Online) |
| Multi-select | Pick multiple options (e.g. Interests: Yoga, Nutrition, Fitness) |
| Country | Country picker with flag — auto-stores the country code |
| URL | Website or LinkedIn profile |
Create a field
- Open Custom fields from the ⋯ menu on the Contacts page
- Enter a field name (e.g. "Customer Type")
- Choose a field type
- For Select or Multi-select, add the options (comma-separated)
- Toggle Required if this field must be filled when creating a contact
- Click Add field
Use suggestions
Click the Suggestions tab inside the Custom Fields panel to see pre-built field templates:
- Country, City, State/Region
- Industry, Company Size, Customer Type
- Budget, Lead Score, Last Purchase Date
- Website, LinkedIn URL, Source Campaign
Click any suggestion to instantly create that field with sensible defaults.
Edit a field
Click the pencil icon on any field card to expand an inline edit form. You can rename the field, add or remove options (for select/multi-select types), and toggle required. Click Save to apply changes.
Reorder fields
Drag a field card up or down to change the order. The order here controls how fields appear on the contact create/edit form and in the contact detail panel.
Drag-to-reorder is disabled while any field is in edit mode. Save or cancel your edits first.
Delete a field
Click Delete on a field card. This removes the field definition. Existing values stored on contacts are preserved in the database but will no longer be visible in the UI.
Where custom fields appear
Once created, custom fields show up in:
- Add Contact and Edit Contact forms
- Contact detail — right panel under the standard fields
- Contacts list filter — filter your contacts by any custom field value
- Campaign audience filters — target campaigns by custom field value
- CSV import — map CSV columns to custom fields when importing
Filter contacts by custom field
Go to Contacts → click Filters → scroll to the Custom Fields section. Enter a value to match. Works for all field types — partial text matching for text/URL/number fields.
Use in campaigns
In the campaign audience builder, add a Custom field condition:
- Equals — exact match
- Contains — partial text match
- Is set — contact has any value in this field
- Is not set — contact has no value
Learn more about audience filters →
Import custom fields from CSV
When importing contacts from a CSV file, the Map columns step shows all your custom fields as mapping options. Select the custom field from the dropdown for any CSV column you want to import.