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Manage custom fields

Define your workspace's extra account fields — text, numbers, dates, booleans, and picklists — and control their lifecycle without ever losing stored data.

Custom fields extend the account with fields specific to your business. Once defined, a custom field appears on the account card, as an optional column in the accounts list, and in the Form Builder palette.

Prerequisites

  • You are signed in to the Backoffice with a role that can manage custom fields.
  • You have selected the workspace whose fields you want to manage — the sidebar's Custom Fields entry always works on the currently active workspace.

Read the field list

The list shows every field that applies to accounts in this workspace, with its field name, display name, entity, type, description, and a Source badge:

  • Core — a built-in account field (name, phone, address, date of birth, lead status, priority, the marketing attribution set, and so on). Core fields are read-only here: they cannot be edited or deleted, and a new custom field cannot reuse a core field's name.
  • Current — a field defined in this workspace; fully editable.
  • Inherited — a field defined in another workspace that flows into this one. It is shown muted and is not editable here; its badge links to the workspace where it can be changed.

A view dropdown at the top switches between the Active, Deactivated, and Deleted buckets.

Create a custom field

  1. Click New custom field.
  2. Choose the entity the field belongs to (accounts).
  3. Enter the field name (a short identifier you'll refer to it by), a display name, and an optional description.
  4. Pick the type: Text, Boolean, Integer, Float, Date, or Picklist.
  5. For a Date field, choose the display format — date only, or date and time. For a Boolean field, choose how it renders — toggle, checkbox, or yes/no.
  6. For a Picklist, add the option values — one input row per option, or switch to Advanced to paste one option per line. Duplicates are removed automatically.
  1. Click Create.

Warning

A field's value type is locked once it is created — you can later change the display name, description, display format, and picklist options, but never the type, because stored values would no longer fit. Choose the type carefully.

Edit a field

Click Edit on a Current row. The field name, entity, and type are shown read-only; update the display name, description, display format, or picklist options, then save.

Some picklist options are locked and cannot be removed — they show a padlock. For example, the lead status list always keeps its New option.

Deactivate, delete, and restore

Custom fields have a reversible lifecycle rather than a plain delete, so stored values are never silently lost:

  • Deactivate an active field to hide it from forms and grids while keeping its data. Reactivate it any time with Activate.
  • Soft-delete a field to move it to the Deleted bucket; Restore brings it back.
  • Hard delete — available only to holders of a super-admin-level role, in the Deleted bucket — permanently removes the definition and all stored values after a confirmation. This cannot be undone.