Custom fields let you record anything that isn't a standard field: a contract renewal date, an account manager, a budget tier.

Field types

• Text
• Number
• Date
• Yes / No
• Dropdown: you list the options, one per line

Using them

1. 1

   Open a client and find the Custom fields card

   Choose Manage fields.

2. 2

   Create a field

   Give it a name and type. For a dropdown, enter the options.

3. 3

   Fill in the values

   Back on the card, enter each client's values and save.

Connect them to forms

When you build a form, you can map a question to a custom field of the same type. When the client submits the form, their answer is saved into that client's custom field automatically.