Different businesses use custom fields for different in different ways, but here are some ideas for why you might like to create custom fields:

Organization

  • Passport number (string)
  • Organization type (list of values)

Contact or user

  • Birthday (date picker)
  • ID received (boolean)

Venue

  • Capacity (number)
  • Parking requirements (text)

Project

  • Project number (auto-number)

Opportunity

  • Health and safety (multi-list of values)
  • Site requirements (text)

Invoice

  • Payment method (list of values)

Stock Level

  • Fields for PAT or other test information

Product

  • Date initially added to inventory (date picker)
  • Manufacturer’s website (website)
  • Fields for dimensions

Venue

  • MOT or vehicle inspection date (date picker)
  • Fuel type (list of values)

Opportunity item

  • Warehouse notes (text)
  • A field to determine whether something is hidden on certain documents (boolean)

Opportunity cost

  • Hotel reservation number (number)

Service

  • PPE needed (boolean)
  • Technical skill level (list of values)

Next steps

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