How do I add custom fields?
Capture extra contact details with your own custom fields — and avoid reserved names that are blocked.
Custom fields let you store extra information on your contacts beyond the built-in fields — anything from an account number to a preferred contact method.
Add a custom field
- Go to Settings → Custom Fields.
- Create a new custom field and give it a label.
- Choose the field type.
- Save the field. It becomes available on your contacts.
Field types
Custom fields support these types:
- Text
- Number
- Date
- Datetime
- Boolean (yes/no)
- Select (choose one)
- Multi-select (choose several)
Reserved names are blocked
Some names are reserved by the system and cannot be used for a custom field. The check is case-insensitive and applies to both the label you type and the key generated from it.
If you label a field with a reserved name, it will be rejected. For example, a field labelled Company Name generates the key company_name, which is reserved and blocked.
Reserved names include (among others): id, company_id, created_at, updated_at, deleted_at, status, uuid, type, owner_id, user_id, first_name, surname, email, contact_number, custom_fields, organisations, date_of_birth, home_address, shipping_address, office_address, middle_name, job_title, company_name, secondary_phone, notes, and contact_id.
If a name is rejected, pick a more specific label — for example, use Client Reference instead of id, or Billing Company instead of Company Name.