Custom Fields

Capture Any Data You Need

Add unlimited custom fields to contacts and deals. Text, numbers, dates, dropdowns, checkboxes, URLs — store exactly the data your business needs.

Multiple Field Types

Text, textarea, number, date, dropdown, checkbox, URL, and email field types available.

For Contacts & Deals

Create custom fields for both contacts and deals to capture any data you need.

Drag to Reorder

Organize fields in any order with drag-and-drop reordering interface.

Dropdown Options

Create dropdown fields with custom options for standardized data entry.

Required Fields

Mark fields as required to ensure critical data is always captured.

Easy Management

Add, edit, delete, and search fields from a centralized management interface.

The Custom Fields Interface

Browse and filter through custom fields organized by type and entity.

Contact Fields
5
Deal Fields
2
Required
2
Company Size*Required
Key: company_size
DropdownContact
Annual Revenue
Key: annual_revenue
NumberContact
Industry
Key: industry
DropdownContact
Lead Source*Required
Key: lead_source
DropdownContact
Website
Key: website
UrlContact
Contract Date
Key: contract_date
DateDeal
Deal Notes
Key: deal_notes
TextareaDeal
Click any field to highlight it

Built With Care, Down to the Details

API Integration

Access custom field data through the REST API for external integrations.

Workflow Automation

Use custom fields in workflow conditions and actions for smart automation.

Searchable & Filterable

Filter and search contacts or deals by custom field values.

Import & Export

Include custom fields in CSV imports and exports for data portability.

Custom Fields FAQ

Common questions about custom fields in Auto Form CRM.

Text, textarea, number, date, datetime, email, phone, URL, dropdown, multi-select, checkbox, and radio buttons.

Yes. Mark any custom field as required. Required fields must be filled when creating or editing contacts.

Yes. Filter contacts by any custom field value. Save complex filters as lists for quick access.

Ready to Try It?

Install Auto Form CRM and start using this feature in minutes.