Custom Fields: Add Business-Specific Data Fields to Every Contact Record
Add custom fields to your CRM contacts to track data specific to your business. Custom fields support text, number, date, and select types and appear on every contact profile.
How It Works
Open CRM settings and navigate to Custom Fields. Add a field with a name, type (text, number, date, select), and optional default value. The field appears on every contact record and is available for filtering.
- Text, number, date, and select field types
- Appears on every contact profile
- Available for contact list filtering
- Populated from AI intake form answers
- Editable on each contact record
- Exportable via CSV
Who Uses This
Real estate
Track property type, budget range, and preferred neighborhoods as custom fields per lead.
Healthcare
Add insurance type, date of birth, and referring physician as fields on patient records.
Service businesses
Track service tier, contract start date, and equipment type on each customer record.
Frequently Asked Questions
Can custom fields be populated by the AI receptionist during a call?
Yes. Map intake form questions to custom fields so answers are automatically stored on the contact record.
Can I filter the contact list by a custom field?
Yes. Custom fields are available as filter criteria in the contact list.