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Custom fields

A custom field is extra information you track about your contacts beyond the built-in ones like name, email, and phone — things like account tier, favorite product, renewal date, or anything else that matters to your business. Once you add a custom field, it shows up on every contact's profile, can be shown as a column in the Contacts list, and can be used to build segments and filters.

Custom fields live alongside your built-in fields in one shared list for your whole account, so a field you add is available everywhere contacts are — profiles, lists, imports, and segment filters.

Steps

Add a custom field

  1. Go to your contact field settings (under account Settings).
  2. Click + Add field.
  3. Give it a label — the friendly name people will see, like "Account tier."
  4. Check the auto-generated key (a short, code-friendly version of the label used to store the value) and adjust it if you like — you can't change it later.
  5. Choose a type:
    • Short text or long text
    • Phone or URL
    • Number
    • Yes/No
    • Date, or date + time
    • Dropdown (a fixed list of options you define)
  6. Pick which section of the profile it should appear in (for example Identity, Company, Address, Lifecycle, or Custom).
  7. If it's a dropdown, add the options contacts can choose from.
  8. Turn on Required on new contacts if every new contact must have a value.
  9. Click Add field. It's now available on every contact profile and in the column picker.

Edit a field's settings

  1. In the same field settings list, find the field and open its actions menu.
  2. Click Edit field.
  3. Update the label, required setting, or section as needed.
  4. For dropdown fields, add, rename, or remove options here — removing an option doesn't delete it from contacts who already have it, it just stops it from being offered going forward.
  5. Click Save changes.

Tips

  • Field type and key can't be changed once a field is created, since existing contact data depends on them — get those right at creation time, or delete and recreate the field if you need to start over.
  • Built-in fields (marked with a lock icon) are always present and can't be deleted, but some of their settings can still be adjusted.
  • Deleting a custom field doesn't erase the values already stored on your contacts — it just stops them from displaying until the field is re-created with the same key.

FAQ

Q: Will adding a custom field affect my existing contacts? A: No. Existing contacts simply have an empty value for the new field until you or your team fill it in.

Q: Can I make a dropdown field required? A: Yes — turn on "Required on new contacts" for any field type, including dropdowns.

Q: Can custom fields be used in segments and filters? A: Yes. Any custom field can be used to filter or search the Contacts list and to define who belongs in a segment.