Custom Field Types

We've got a variety of fields you can use to customize your custom data! When creating Custom Fields, you'll be given the option to choose a Custom Field Type. You can choose from the following types:

  • Text (small text allow you 255 characters; if you need more use our long text option)
  • Number
  • Yes or No
  • Phone
  • Email
  • URL
  • Date - choice of date only or date/time
  • Recurring Date - Weekly, Yearly, Monthly
  • Multiple Choice - single or multiple choices - Dropdown, Radio Buttons, Checkboxes
  • Currency
  • Assigned To - applied to any user on your account. If importing, please use the user's email address, not their name.

Troubleshooting:

  • Custom Field options cannot contain quotation marks; if they are included, your search will return invalid results.
  • Custom Fields options cannot contain commas due to the way the system imports Custom Field options. It uses the comma as the delineator for separating options. (you can use a backslash or parentheses instead)

Need any help creating your Custom Field Sets? Take a look here for details on creating the Custom Fields or here for a few examples to help get you started!