Settings
Custom fields
Add your own fields to contacts, deals, invoices, projects, and other records.
Custom fields let you keep the details your business cares about, such as a client's industry, a renewal date, or how they found you, right on the record. You can then filter by them, fill them from forms, and bring them in with imports.
Add a custom field
- Open Settings › Custom fields.
- Choose the record type, such as Contact, Account, Deal, Invoice, Project, or Task. Each type has its own fields.
- Select Add Attribute.
- Choose the field type, such as text, number, currency, date, a list of options, or yes/no.
- Enter the name and an optional description. Add the options if it's a list.
- Choose whether the field is required, and add a default value if you want one.
- Save the field.
You're done when the new field shows on that type of record and you can fill it in.
Change, reorder, or remove a field
Open the field's actions to edit it, drag fields to change their order, or turn a field off. A field that's turned off stops appearing but keeps its saved values. Delete a field only when you're sure you don't need its data.
Good to know
- Use a list of options for things you want to filter or report on, such as region or client tier. Free text is harder to filter.
- Make a field required only if you always know the answer. Required fields also apply to forms and imports.
- Create fields before importing so your spreadsheet columns have somewhere to go.
- System fields that Agiled relies on can't be deleted.