📋 1. Custom Fields Overview
Every business is unique, and standard data fields (like Name, Email, and Phone) aren't always enough. Custom Fields allow you to store specialized information about your contacts, opportunities, and deals.
Once created, these fields appear in your contact records, forms, and surveys, allowing you to collect and organize exactly the data you need.
✨ 2. How to Create a New Field
To add a new custom field to your account, follow these steps:
- Navigate to Settings > Custom Fields.
- Click the "Add Field" button located in the top-right corner.
- Choose the Field Type that matches your data (e.g., Text, Date, Dropdown). See Section 3 for details.
- Enter a Name for the field (e.g., "Contract Renewal Date").
- (Optional) Place the field into a specific Group or Folder to keep things organized.
- Click "Save". The field is now available to use in contact records and forms.
🔠 3. Understanding Field Types
Velocity360 supports various data types to ensure your data is formatted correctly:
Text Input
Standard single-line text box. Good for short answers like "Job Title" or "City".
Large Text Area
Multi-line text box. Best for descriptions, notes, or long-form answers.
Numerical / Currency
Restricts input to numbers. Can be formatted as currency ($) for budgets or revenue.
Dropdown / Select
Create a predefined list of options for users to choose from. Ensures data consistency.
Date Picker
A calendar input for dates like birthdays, anniversaries, or deadlines.
Checkbox
A simple Yes/No toggle or multiple selection lists.
📂 4. Organizing with Folders
As you create more fields, it's helpful to group them so your contact records don't become cluttered.
- In the Custom Fields main view, click "Add Folder".
- Name the folder (e.g., "Financial Info", "Personal Details").
- When creating or editing a field, select this folder from the Group dropdown.
- In the Contact detail view, fields will be neatly categorized under these folder headings.
🛠️ 5. Managing Existing Fields
You can edit or delete fields at any time, but be careful as this affects existing data.
- To Edit: Click the pencil icon next to any field. You can rename it or move it to a different folder. Note: You generally cannot change the field 'Type' once created.
- To Delete: Click the trash icon. Warning: Deleting a field will permanently remove that data from all contacts who have a value entered for it.
Last Updated: 01/14/2026