Create and Manage Custom Fields
Add business-specific text, number, date and choice fields for contacts, forms, imports, automation and campaigns.
Overview
Search Aliases: data fields, contact attributes, custom CRM field, field key
FIELD TYPES
| Text | Short free-form value. |
|---|---|
| Long Text / Textarea | Longer note or requirement. |
| Number | Budget, quantity or numeric value. |
| Date | Appointment, renewal or follow-up date. |
| Single Choice | One approved option. |
| Multiple Choice | Several approved options. |
| Field Key | Stable internal identifier used by imports and integrations. |
Step-by-step instructions
- Open Custom Fields or Data Fields.
- Choose Create New Field.
- Enter a clear label.
- Confirm or create a stable unique key.
- Choose the correct field type.
- Add options and validation where required.
- Set required and visibility rules.
- Save.
- Test on a fictional contact.
- Test in forms, import, automation or templates where used.
FIELD DESIGN RULES
Create a field only when the value supports service, routing, personalization, reporting or automation. Do not create several fields with the same meaning. Avoid unnecessary sensitive data. Do not rename a field key used by an API or import without a migration plan.
COMMON ISSUES & SOLUTIONS
| Field not visible | Check module, visibility, role and form/contact layout. |
|---|---|
| Import mapping missing | Confirm the field exists and the key/type is supported. |
| Wrong template variable | Check field mapping and contact value. |
| Cannot delete field | Review data, automation and integration dependencies. |
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