Customer Profile

Custom Fields

Organization-specific data fields on customer profiles.

Custom fields extend customer profiles with data specific to your organization — industry attributes, integration data, or any additional tracking you need.

Quick Overview: Custom fields are extra data points unique to your business. They appear in exports and help you track anything the standard fields don't cover.

What Custom Fields Are

Custom fields are additional data points beyond the standard profile fields. They appear in a dedicated section on the Profile tab.

Examples:

Industry-specific: Fleet size, store square footage, number of technicians
Integration data: External system IDs, sync status
Sales tracking: Lead source, acquisition date, account tier
Compliance: License numbers, certification dates

Field Types

Custom fields can be:

Text — Free-form text entry
Number — Numeric values
Date — Date picker
Boolean — Yes/no toggle
Select — Choose one or more predefined options
Attachments — Uploaded files
Users — Users from your organization

Viewing and Editing

Custom fields display based on your configuration. If visible:

Find the Custom Fields section on the Profile tab
Click Edit to modify values
Save changes

A field can be hidden from the profile and shown only when creating a prospect. Hidden fields don't appear here and never block saving the profile, even when required.

Read-only fields show their value but cannot be changed on the profile. Your integration or import jobs can still populate them. Read only is set when the field is configured in Features > Objects.

Data Import

Custom fields can be populated via:

Manual entry on the profile
Data imports or source system integrations

Configuration

Custom fields are configured in Features > Objects. Define field types, hints, and whether fields are read only or required.

Learn how to create and configure custom fields.