What Is a Custom Field?
A custom field is an additional data point you add to an entity in your CRM. While your CRM comes with standard fields like name, email, and phone number, custom fields let you capture information that is unique to your business.
Examples of custom fields
Section titled “Examples of custom fields”Depending on your industry, you might add:
- Preferred contact method (dropdown: email, phone, WhatsApp)
- Contract renewal date (date field)
- Annual revenue (currency field)
- Number of employees (number field)
- Notes from last meeting (long text field)
- Requires NDA (yes/no checkbox)
Why it matters
Section titled “Why it matters”No two businesses work exactly the same way. A marketing agency needs to track campaign budgets. A logistics company needs container numbers. A law firm needs case references. Without custom fields, you end up storing critical data in notes or spreadsheets — where it cannot be searched, filtered, or reported on.
Custom fields keep all your data structured and inside the CRM, which means you can:
- Filter and sort by any field
- Build reports on custom data
- Use fields in workflows (e.g., “when contract renewal date is in 30 days, create a follow-up task”)
- Control visibility per user role
How HARi CRM handles it
Section titled “How HARi CRM handles it”HARi supports a wide range of field types: text, number, currency, date, dropdown, multi-select, lookup (links to other entities), checkbox, email, phone, URL, and more. You add custom fields through the settings interface — no code, no database knowledge needed. Fields appear instantly in forms, list views, and filters.
Learn more: Custom entities in HARi CRM