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Manage custom fields

An administrator creates, edits, or deletes custom fields on supported entities (Contact, Company, Lead, Opportunity, Quote, Invoice, Ticket, Activity). Custom fields extend the data model without code changes.

When this happens: Admin navigates to Admin — Settings — Custom Fields.

Step by step

  1. 1

    Go to Admin — Settings — Custom Fields.

    EasyCRM shows list of custom fields grouped by entity. EasyCRM shows: Field Name, API Name, Type, Required, Entity.

  2. 2

    Click Add Custom Field.

    Form: Entity (dropdown), Field Name (text, 1–100 chars), Field Type (dropdown: Text, Number, Currency, Date, DateTime, Dropdown, Multi-select, Checkbox, URL, Email, Phone), Required (toggle), Default Value, Help Text (0–255 chars).

  3. 3

    Selects: Entity = Contact, Field Name = Preferred Language, Field Type = Dropdown, Required = false.

  4. 4

    Add dropdown options: English, Spanish, French, German, Portuguese.

  5. 5

    Click Save.

    EasyCRM checks: Field Name unique per entity, max 50 custom fields not exceeded. EasyCRM creates field. Auto-generates API Name: preferred_language (snake_case, immutable). Field appears on Contact create/edit forms, is available as a list view column, and as a report builder field.

Other paths

Make existing field required

Edit a field to set Required = true. Warning: [N] existing records have no value for this field. They will not be retroactively validated but will require a value on the next edit

If something goes wrong

Max fields exceeded

Entity already has 50 custom fields. Maximum custom fields (50) reached for [Entity]. Delete an existing field to add a new one

Duplicate field name

Field Name already exists on this entity (case-insensitive). A field with this name already exists on [Entity]

Remove in-use dropdown option

Attempts to remove a dropdown option used by existing records. [N] records use this option. Reassign them before removing

Good to know

  • Max 50 custom fields per entity.
  • API Name is auto-generated and immutable.
  • Field Type cannot be changed after creation.
  • Dropdown options cannot be deleted if records use them.
  • Custom fields are available in list views, reports, exports, and filters.