Configure custom fields

Create a field

1. Open Settings → Custom Fields.
2. Select the tab for the kind of record that needs the field, such as customers or leads.
3. Select Add New Field and give it a clear label.
4. Choose a Field Type that matches the data you need to capture. Use Date for a calendar day, such as a contract start date. Use Date & Time when you need a clock time as well, such as an appointment.
5. Select Create Field.

Check the field

Open a record of the selected type and check that you can enter and save a value in the new field. If you need the field on a website form, map the form response to the field.

Choose the type before saving

The field type is set at creation. If you need to capture a different kind of value later, create a new field for it.