Adding Custom Fields in CRM

There are two types of fields in a CRM: default (system) and custom (global or individual).

System fields are created by default and contain key information about a contact — name, email, phone number, etc. These fields are immutable and cannot be deleted.

Custom global fields allow you to tailor the CRM to your specific needs. They can be created once and will be available for all contacts. This is convenient for data structuring, filtering, form creation, and analytics.

You can also add a custom individual field for a specific contact — via the +Add Field button in their card. This option is suitable for exceptional cases.

We recommend using system or global fields to ensure data in the CRM remains consistent, searchable, and useful for further customer interactions.

To configure fields, go to the Contacts section.

For example, you can create additional fields to:

• Collect specific information about customers, such as company, job title, or referral source;

• Customize a registration form with extra fields, e.g., for selecting a convenient consultation time or specifying special requests;

• Customize a widget form for collecting contacts by adding a question field that the client must fill in before submitting the request.

Let’s look at the default system fields and how to add a global field for all contacts.

Default (System) Contact Fields in CRM

By default, the CRM contains certain system fields that hold basic information about the contact and cannot be edited or deleted.

Here is a list of such fields:

• First Name – field for entering the contact's first name.

• Last Name – separate field for entering the last name.

• Full Name – combined field containing both first and last names.

• Email Address – used not only for storing the contact email but also for login authorization in the system.

• Phone – field for entering the contact’s phone number.

• Country – dropdown list for selecting a country.

• Time Zone – allows you to choose the contact’s time zone.

• Currency – currency selection, useful for financial operations or business analytics.

• City – field for entering the contact’s city.

• Tag – used for adding special labels to help categorize contacts.

These fields are system defaults and cannot be removed. Next, we’ll look at how to add a global field to expand CRM capabilities and store additional customer information.

How to Add a Global Field in CRM

A custom global field is a field that automatically appears in all existing and new contacts. You can use it to add custom parameters that match your business needs.

To create a new field:

1. Go to CRM → Contacts → Settings.

2. On the Add Custom Fields tab, click + Global Field.

3. Choose the field type based on the kind of information you want to store:

• String Field – for short text (e.g., social media links or unique codes), up to 255 characters.

• Text Field – for long comments or interaction history.

• Phone – for phone number input only.

• Email – for entering an email address.

• Country – dropdown list for selecting a country.

• Date – date selection field; you can define the format and default value.

• Checkbox – useful for consent agreements or confirming a specific status.

• Dropdown List – allows you to add your own values (e.g., contact source or audience segment).

Enter the field name, add a placeholder (hint), and if needed, set a default value.

Click Save – the field will automatically appear for all contacts in your CRM dashboard.

Important: If you delete the field, all data contained in it will also be deleted.

This way, custom fields enable flexible customization of your CRM to match your business processes and make working with customer data more convenient.