Why use custom fields?

Personalization: Add fields to the contact form for tailored data collection.
Multi-platform visibility: Fields can appear on both mobile and web platforms once added.
Integration: Use custom fields in online forms and for filtering your contact database.

Custom fields are available on Premium and Organization plans.
Contact our sales team to learn more.

How to add custom fields?

Field Types Available:

💡 Tip: Choose the field type carefully—it can't be changed after saving. Need to make changes? Simply delete and recreate the field.

For more granular control over how your custom fields behave across your space, you can use the field settings.

These settings help you manage how fields are displayed, who can edit them, and when they are required.

Here’s what each option does:

Mandatory field: Make this field required whenever a user creates or updates a contact (on the mobile or webapp). The contact cannot be saved unless this field is filled in.

Locked field: Prevent editing of this field for users who don’t have the necessary permissions. Useful for sensitive or standardized information.

Hide on mobile: Hide this field in the mobile app for all users. Ideal for fields that are not relevant during on-the-go actions like canvassing or surveys.

Restricted visibility: Limit who can see this field based on their permissions. This is helpful for confidential or internal-only data.

In your space settings, you will be able to see which of your field settings are in use based on the pictograms next to the custom field's name.