Custom Fields

Custom fields let you extend the standard data model in SalesKey to capture information specific to your business. You can add custom fields to Contacts (People and Organizations), Leads, Deals, and Projects.

Navigate to: Settings > Fields

Admin only: Creating and managing custom fields requires administrator permissions.

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Why Use Custom Fields?

Every business captures slightly different information. Custom fields let you track things like:

• Industry sector on a contact
• Contract type on a deal
• Budget approval status on a lead
• Project billing method
• Custom stages or categories

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Field Types Available

Field Type	Description	Example
Text (Short)	Single line of text	Job title, department
Text (Long)	Multi-line text area	Notes, instructions
Select (Single)	Dropdown with one choice	Industry, contract type
Select (Multiple)	Dropdown with multiple choices	Products interested in
Date	A date picker	Contract start date
Date & Time	Date with a time	Appointment datetime
Number	Numeric value	Employee count
Currency	Monetary amount	Budget
Email	Email address field	Secondary email
Phone	Phone number field	Direct dial
URL	Web link	Company LinkedIn
Checkbox	True/false toggle	Signed NDA

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Creating a Custom Field

1. Go to Settings > Fields.
2. Select the entity type you want to add the field to:
   • People
   • Organizations
   • Leads
   • Deals
   • Projects
3. Click + Add Field.
4. Fill in:
   • Field Name — The label shown in forms and tables (e.g., "Industry")
   • Field Type — Choose from the list above
   • Required — Check if this field must be filled in
   • Default Value — Pre-fill a value when a new record is created
   • Options — For Select fields, add the dropdown options
5. Click Save.

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Editing a Custom Field

1. Find the field in the Settings > Fields list.
2. Click Edit (pencil icon).
3. Update the name, type, or options.
4. Click Save.

Changing a field type may affect existing data. Take care when modifying fields in active use.

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Reordering Fields

The order of fields in Settings > Fields determines how they appear in forms:

1. Hover over a field row.
2. Click and drag the reorder handle (usually on the left side).
3. Drop the field in the desired position.

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Showing / Hiding Fields in Table View

By default, custom fields may not appear as columns in list views. To show a field in the table:

1. In Settings > Fields, find the field.
2. Toggle Show in Table View to on.

To remove a column from the table view, toggle it off.

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Deleting a Custom Field

Warning: Deleting a custom field permanently removes all data stored in that field for all records.

1. Find the field in Settings > Fields.
2. Click Delete and confirm.

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Using Custom Fields in Filters and Reports

Once created, custom fields are available in:

• Filters — Filter leads, deals, projects, and contacts by custom field values.
• Reports — Some reports allow filtering or grouping by custom fields.
• Workflows — Use custom field values as conditions in automation workflows.

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Tips for Custom Fields

• Less is more — Only add fields you will actually use. Too many fields create form clutter.
• Use dropdowns for consistency — Freetext fields lead to inconsistent data ("Tech", "Technology", "tech"). Use Select fields for standardized values.
• Name fields clearly — The field name is what users see. "Contract Type" is clearer than "ContType".
• Mark required fields carefully — Only make fields required if they are truly essential — required fields slow down data entry.