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Pro Features

Custom fields

A custom field is a field you define yourself, on top of the built-in fields. This page adds a custom field, chooses its type, and uses it on a record.

CRM concept: No two businesses track the same details. A custom field lets you store the data that matters to your business — a contract number, a renewal date, a preferred contact method — without changing code.

When to use a custom field

Add a custom field when you keep writing the same extra detail into notes. For example:

  • A renewal date on a company
  • A lead's budget range
  • A product interest on a contact
  • An account number on a deal

A structured field beats a note, because you can filter and report on it.

Add a custom field

  1. Go to FlyCRM > Settings > Custom fields.
  2. Select Add field.
  3. Choose the record type the field belongs to: contact, company, lead, or deal.
  4. Enter a field label, for example Renewal date.
  5. Choose a field type (see below).
  6. Select Save.

Screenshot needed: The Add field panel under Settings > Custom fields, with a label entered, a record type chosen, and a field type selected. Highlight the field-type selector.

Choose a field type

Pick the type that matches the data. The type controls how the field looks and what it accepts:

  • Text — a short line of text.
  • Number — a numeric value.
  • Date — a calendar date.
  • Dropdown — a choice from a fixed list you define.
  • Checkbox — a yes or no value.

Note: Choose the right type once. The type shapes how you filter and report on the field later.

Use the field on a record

After you add a field, it shows on every record of that type.

  1. Open a contact, company, lead, or deal of the matching type.
  2. Find the custom field in the profile.
  3. Enter a value and save.

Screenshot needed: A deal profile with a custom field (for example Account number) filled in, shown next to the built-in fields. Highlight the custom field.

Use custom fields in workflows

A workflow can read a custom field in a condition and can set one with the Update field action. For example, branch a workflow on a custom Plan dropdown. See Adding conditions to a workflow.

Next steps

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