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Overview

Custom fields let you add properties to any object (core or custom) to capture business-specific data.

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Field Types

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Adding a Custom Field

1

Select Object

Go to Settings → Objects → Select the object
2

Add Field

In the Attributes tab, click Add Field
3

Configure Field

Fill in the field details:
  • Label - Display name
  • Type - Select from available types
  • Description - Help text for users
  • Category - Group related fields
4

Set Options

Configure additional options:
  • Required - Must have a value
  • Filterable - Can filter by this field
  • Read-only - Cannot be edited after creation
For Select/Multi-Select fields, define the allowed values.

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AI-Powered Fields

When adding a customer field, the modal offers Standard or AI-powered. AI-powered fields are computed by AI from each customer’s data on a schedule — see AI fields.

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Editing Fields

Click any field to edit its properties. You can change:
  • Label and description
  • Category
  • Required/filterable/read-only settings
  • Allowed values (for select fields)
Field type and API name cannot be changed after creation.

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Archiving Fields

To archive a field you no longer need:
  1. Click the field
  2. Select Archive
  3. Provide a reason
Archived fields are hidden but data is retained.