Custom fields
Custom fields let you store data that is specific to your business on accounts, deals, tasks, or contacts without leaving the Informly CRM.
Every business tracks a few details that don't fit the standard CRM fields — a renewal date, a contract tier, a region code, a flag for "Tier 1 support." Custom fields let you add those to your records so all of your data lives in one place.
You define a custom field once, pick which record type it applies to, and it shows up on the create and edit forms for that record type right away.
Manage custom fields
Go to CRM → Custom fields to see every field defined for your organization, grouped by record type. From here you can add a new field, edit an existing one, or remove a field you no longer need.
Create a custom field
Click + New field
A side panel opens with the field form.
Pick the record type
Choose where the field applies: account, deal, task, or contact. A field belongs to one record type — if you need the same data on two record types, create a field on each.
Pick the field type
Choose the data type that matches what you want to store. See the table below for what each type holds.
Name and save
Give the field a clear label. Save and it's immediately available on that record type.
Field types
| Type | Use it for |
|---|---|
| Text | Short free-form text like an external ID or contract reference. |
| Number | Whole numbers or decimals like seat count. |
| Currency | Monetary values with a currency symbol. |
| Date | A single calendar date like a renewal or contract start. |
| Single-select | One option from a predefined list. |
| Multi-select | Many options from a predefined list. |
| Boolean | A yes/no toggle. |
For single-select and multi-select, you define the list of options when you create the field. You can edit the options later.
Where custom fields show up
Once a field exists, it appears in three places for the record type you picked:
- On the create form when you add a new record
- On the edit form and the record detail page
- As a filter column in saved views, so you can filter and group by it
Custom fields also become available in workflow conditions and as columns in reports, so they're worth adding before you build automation that depends on them.
Tips
- Pick the most specific field type that fits. A single-select is easier to filter cleanly than a text field with free-form values.
- Rename fields rather than deleting and recreating them — renames preserve the existing data on every record.
- Keep field labels short. They render in narrow columns on the list views.