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Custom fields let you capture information specific to your business. Add them to any object—standard or custom.

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Steps

  1. Go to Settings → Data Model
  2. Select the object you want to add a field to
  3. Click + Add Field
  4. Choose a field type (see Fields for all types)
  5. Enter the field name and optional description
  6. Configure field-specific settings (see below)
  7. Click Save
Quick method: Click the + at the end of column headers in any table view → Customize fields.

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Show the Field in Views

New fields aren’t automatically visible. To display:
  1. Open the object’s table view
  2. Click Options → Fields
  3. Click the eye icon next to your field to show it
  4. Drag to reorder

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Configuration Options

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For Select / Multi-Select

  1. Click + Add option to create choices
  2. Set a default option if desired
  3. Drag to reorder options
Use API names for imports. Enable Advanced mode in Settings to see API names. See Field Mapping.

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For Currency Fields

Set the default currency (USD, EUR, etc.) for new records.

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For Phone Fields

Set the default country code to pre-fill for new phone numbers.

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Making a Field Unique

Toggle Unique to prevent duplicate values across records.
If duplicates exist (including in deleted records), you’ll get an error. Clean up duplicates first.

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Setting Default Values

For Select fields, you can choose which option is pre-selected for new records. For Checkbox fields, set whether it’s checked or unchecked by default.

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Deactivating a Field

  1. Go to Settings → Data Model
  2. Find the field
  3. Click ⋮ → Deactivate
Data is preserved. You can reactivate or permanently delete later.