Advanced (Optional)
Data & Custom Fields
Shape your information structure. Define custom fields, data types, and validation rules.
What it does
Custom fields let you capture exactly the data you need. Beyond standard contact info, add dropdowns, dates, numbers, and toggles. Ultimately whatever makes sense for your workflow.
Define which fields are required, set default values, and create field-based filters. Your data structure, your rules.
Power feature: Most users start with defaults and add custom fields gradually. No need to plan everything upfront.
Contact Fields
Full Name*
TextEmail*
EmailCompany Size
DropdownAnnual Value
NumberContract Start
DateIs VIP
ToggleUI examples shown are illustrative only and may not reflect the exact appearance of the live application.
Your choice of complexity
Use it simply, or unlock advanced features. No pressure either way.
Keep it simple
How simple it can be
Use default contact fields
Add a few custom text fields
Basic required/optional settings
Go advanced
How advanced it can be
Add date fields for tracking deadlines or milestones
Use number fields for values, quantities, or scores
Create custom objects for assets, networks, or other data
Map custom fields during data import
Who would use this
Businesses with specific data needs
Industry-specific workflows
Data-driven organizations
Anyone outgrowing default fields
Power users customizing deeply
Ready to try it?
Start for free and explore this capability in your own workspace.