Knowledge Base

Learn about features, integrations, customizations and more.

What Are Custom Fields?

Team Wealthbox
Team Wealthbox
  • Updated

Custom Fields enable you to track additional information about your contacts, projects, tasks, events, opportunities, and manually tracked financial accounts. For example, you might create a "Customer ID" field to track the unique ID number for your customers within your organization.

To create a custom field, go to Settings > Customizations > Custom Fields. From there, you can create a custom text or text area field, checkbox, multi-checkbox, dropdown, or date field for your custom field.

 

Note: Keep in mind, you will not see the custom fields in contact records until you have populated the custom fields on the “edit” page of the contact record.