Add Custom Fields

Add a Custom Field

If you are adding a Custom Field to the Contact or Companies Record, follow the steps below. If you are adding a Custom Field to any other Custom Object, please setup the Custom Object first. More information on Standard Custom Objects and Workflow/Pipeline Custom Objects are in these articles.

1. Click Settings from the top menu bar. 
2. Click Customize Fields.
3. Navigate to the Custom Object you would like to relate the Custom Field to.
4. Find the appropriate category, click Add New Field.

5. Enter the Field Name. 
6. Choose the Field Type. 
   • Note: Base on the chosen field type, additional settings may need to be configured in the pop-up. 
7. Click Save.

Other Custom Field Actions

• Add a Custom Field
• Edit a Custom Field
• Delete a Custom Field
• Hide a Custom Field
• Reorder Custom Fields