Custom fields

Custom fields let you store what the built-in fields don’t cover, on contacts, companies, deals, projects, and tasks.

Field types

• Text
• Number
• Date
• Checkbox
• Single-select: one value from a list of options you define.
• Multi-select: several values from your options.

Select fields need at least one option. Each field can have a placeholder and can be marked required. You control the order fields appear in on the form.

Naming

Field names are unique per entity type, so you can have a “Segment” field on both contacts and deals.

Filtering and sorting

Every custom field automatically becomes a filter and a sort option on its entity’s list. See Filtering & search.

Limits

Pro includes 25 custom fields per entity. Business and Enterprise are unlimited. Each of the five entities has its own allowance.

Deleting

Deleting a field definition deletes its stored values on every record. This can’t be undone.