Custom Fields
Add the Field You Need. Use It Right Away.CRM custom fields in eleven types, on leads, deals, products and vendors.
Pick a type, write a label, and the field is on your records, with no migration to schedule and nobody to wait on. Use it on leads, deals, products or vendors, set a default or make it required, and each value is checked against its type as the record is saved.
- Eleven field types
- No limit on fields
- No developer needed
How it works
- Pick a typeText, number, date, currency, file and more
- Write a labelThe internal name is made for you
- Set the rulesRequired, default, options, minimum and maximum
- It’s on the recordChecked against its type on every save
Track What You Sell. Not What We Guessed.
There is no migration to schedule and nobody to ask. Add the field and your team can fill it in straight away.
Dates, numbers, currency, phone numbers and links are checked against their type as each record is saved.
Mark a field required and the form holds it, then it is checked again when the record is saved.
Delete a field and its answers stay on the records. Recreate it under the same name and they are waiting.
A New Field in Three Steps.
Choose a Type
Pick from eleven, from text and number to currency, phone and file.
Name It and Set Rules
Write the label people will see, then add options, a default, limits or a required rule.
Fill It in
The field is on your records straight away, and every value is checked against its type on save.
What Are CRM Custom Fields, and How Do You Add Them?
CRM custom fields are the fields you add to track what your business needs and no CRM ships with, from a policy renewal date to a roof type. In Adoptiv you choose a type, write a label, and the field is on your records straight away.
There are eleven custom field types: text, number, date, yes or no, two kinds of dropdown fields, URL, email, phone, currency and file. Leads, deals, products and vendors each keep their own set, so custom fields for deals never clutter a lead. These are unlimited custom fields: there is no cap on how many you add.
How to add custom fields in CRM tools often means a ticket and a wait. Here you add custom fields without a developer: the internal name is made from your label, and a name that clashes with an existing field is turned away. Values are stored on the record itself, so nothing needs migrating.
Rules are kept light on purpose. A field can have options, a default, a minimum, a maximum and a maximum length, and required fields are held on the form and checked again on save. Group fields into sections with field groups, filter on them with advanced filtering, and fill them from a spreadsheet with bulk import.
Custom Fields Without the Admin Project.
Text, number, date, yes or no, two pickers, URL, email, phone, currency and file.
No cap on how many you add, on any record type.
Leads, deals, products and vendors, each with its own set.
Held on the form and checked again when the record is saved.
Pre-fill a value, or give a picker its list of choices.
Dates, numbers, currency, phone numbers and links are checked as they’re written.
Remove a field and its answers stay on the records that had them.
For Teams Whose Business Doesn’t Fit a Template.
Custom Fields vs Notes and Spare Columns.
| What | Notes and spare columns | With Adoptiv |
|---|---|---|
| Adding a new field | Notes and spare columns: A spare column, or a request to IT | With Adoptiv: Pick a type, write a label, done |
| Data quality | Notes and spare columns: Anything typed anywhere | With Adoptiv: Values checked against their type on save |
| Required information | Notes and spare columns: Hope reps remember | With Adoptiv: Required fields held on save |
| Finding records | Notes and spare columns: Read through notes by eye | With Adoptiv: Filter on any field, custom ones included |
| Removing a field | Notes and spare columns: The data goes with it | With Adoptiv: Values stay on the records |
Custom Fields Questions, Answered.
What are CRM custom fields?
Fields you add to your CRM records to track what the standard ones don’t, such as a policy type or a contract end date. In Adoptiv you pick a type, write a label and the field is ready to use.
What field types can I use?
Eleven: text, number, date, yes or no, two kinds of picker list, URL, email, phone, currency and file.
Is there a limit on custom fields?
No. Add as many as you need, on any of the four record types.
Can I add custom fields to deals?
Yes. Leads, deals, products and vendors each keep their own set of custom fields.
Do I need a developer to add a field?
No. There is no migration to schedule. Type a label, choose a type and save; the internal name is made from your label.
What happens to data when I delete a custom field?
It stays on the records that had it. Recreate the field under the same name and the old answers are waiting. Deleting the whole section is what clears them.
Can two records share the same value in a custom field?
Yes. Custom fields don’t enforce unique values, so nothing stops two records holding the same answer.
Can I make a custom field required?
Yes. Mark it required and the form won’t save without it, and the value is checked again when the record is saved.
Can I filter on custom fields and import into them?
Yes. Filter lists on them with advanced filtering, and map spreadsheet columns to them when you import.
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