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DocsCRMStandard and custom fields

Standard and custom fields

Updated Jul 2026·1 min

Model contacts your way: ten custom field types, ordered how you want, editable as your business changes.

The Contacts list with named contacts, labels, and email statuses.The Contacts list with named contacts, labels, and email statuses.

Ten field types

Text, long text, number, date, date and time, yes/no, select, multi-select, URL, and email. Pick the type that keeps data clean at entry.

Fields evolve with you

Create, rename, and reorder fields anytime. Deleting a field can optionally clean up the stored values too, so old data never haunts you.

Modeling tips

Prefer select over free text when values repeat: filters get sharper.
One fact per field. Composite fields fight your future filters.
Name fields the way your team speaks, not the way software does.
FAQ

Field questions

Can I change a field’s type later?
Recreate it with the right type instead, and clean up the old one. Types guard data quality at entry, so they are deliberate.
Do custom fields work in filters?
Yes. Anything you model becomes something you can slice by.