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How to Add New Custom Fields to a Module

  1. Navigate to Settings.
  2. Scroll down to the Customizations section.
  3. Select the module you want to modify (e.g., Companies, Contacts, Proposals, Projects, Jobs, etc.).
  4. Click the Fields link for that module .
  5. You will see a list of all current fields for that module. Click Create.
  6. A modal will appear. Select the Field Type from the dropdown (e.g., text, dropdown, date, number, multiChoice, checkbox).
  7. Enter a Label (the name your users will see).
  8. Click Save. This field is now available to be added to layouts.