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Custom Fields

Add your own attributes to any record type

Custom fields can be added to any record type based on the specific needs of your team.

There are many different types of fields:

Type Description Example
Checkbox yes or no yes
Currency An amount of a specific currency $1234.56 USD
Date A specific date and time in UTC with seconds precision 2002-01-09 04:27:01 UTC
Decimal A floating point number 3.1415
File A link to a single file record logo.png
Files Links to multiple file records invoice.pdf, contract.pdf
List A freeform list of text-based options trim-leather, color-silver
Multiple Checkboxes Multiple selections from a pre-defined list of options (e.g. phone, email, sms) sms
Number A whole number 8080
Picklist A selection from a pre-defined list of options (e.g. red, green, blue) red
Record Link A link to record ID of a specific type task:123
Text: Multiple Lines Multiple lines of freeform text entry Client agrees to the project changes discussed on 11/Aug conference call
Text: Single Line A single line of freeform text entry bank transfer
URL A hyperlink URL to a web-based resource https://cerb.ai/
Worker A single worker record Kina Halpue

Custom fields can be added directly an existing record type and they will be visible on every record of that type.