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.

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.

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.