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Help Topic: Creating a New Custom Field

Creating a New Custom Field

Last Updated: June 2, 2020

1. Click Into Tools & Settings

  • Located at the top right of your screen by clicking on your name


  • Click on the Customization tab on your left, and select Custom Fields

2. Create a New Custom Field

  • Select the record type you would like to add the custom field to, and the custom field block

  • Click on the green + Custom Field button to get started

  • Next, fill in the custom field details including Name, Type, Record Type (you have the option to change this), Block etc

  • Make sure to save your changes before leaving the screen

3. Add the Custom Field to Layout

  • After adding the custom field, you will want to include it in the record layout
  • Click back into Tools & Settings

  • Select the Customization tab, and Layout Designer

  • Select the Layout you want to add the custom field to, and the record

  • Choose the tab to add the new custom field to, and drag it over to Current Layout

  • You can then click into the record you added the new field to, and view


Keywords: Custom Fields; Custom Field; New Custom Field