> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reach.raysium.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Fields

> Create custom fields to track additional lead information

## Overview

Custom fields extend lead data beyond standard contact information. They're organization-wide - all members see and can use the same fields. Field definitions are managed by Owners and Admins, but any member can edit field values.

## Field Types

### Text

Single-line text input. Use for: company name, job title, short notes.

### Textarea

Multi-line text input. Use for: detailed notes, descriptions, comments.

### Number

Numeric values with optional min/max constraints. Use for: age, company size, revenue, quantities.

### Date

Date picker with validation. Use for: birth date, sign-up date, important dates.

### Dropdown

Single selection from predefined options. Use for: industry, lead source, product interest, status categories.

### Multiselect

Multiple selections from predefined options. Use for: interests, product categories, skills, multiple tags.

### Boolean/Checkbox

Yes/No values. Use for: newsletter subscription, terms accepted, feature flags.

### Email

Email address with format validation. Use for: secondary email, work email.

### Phone

Phone number with formatting. Use for: work phone, alternative phone.

### URL

Web address with validation. Use for: website, LinkedIn profile, social media links.

## Creating Fields

1. Navigate to **Settings** → **Custom Fields**
2. Click **"Add Custom Field"**
3. Configure:
   * **Field Name**: Internal identifier (lowercase, underscores, cannot change after creation)
   * **Field Label**: Display name (user-friendly, can change)
   * **Description**: Help text shown in forms
   * **Required**: Whether field must have a value
   * **Type-specific options**: Based on field type (options for dropdown/multiselect, min/max for number, etc.)
4. Save field

**Permissions**: Only Owners and Admins can create/edit/delete field definitions. All members can use fields and edit values.

## Field Management

### Edit Field

Modify label, description, required status, and type-specific options. Cannot change field name or type after creation.

**Warning**: Changing field type may cause data loss. Create a new field instead.

### Deactivate Field

Temporarily hide field from forms. Existing values preserved. Can reactivate later.

### Delete Field

Permanently remove field and all values. Cannot be undone. Use deactivate instead if you may need data later.

### Field Ordering

Reorder fields to control display order in lead forms. Important fields first.

## Usage

### In Lead Forms

Custom fields appear in:

* Lead creation form
* Lead edit form (sidebar on detail page)
* Bulk edit form
* CSV import mapping

### In Lead Lists

* Add custom field columns to table
* Filter by custom field values
* Sort by custom field values
* Search includes custom field content

### In Segments

Use custom fields in segment rules to create dynamic segments. Example: "Industry equals Technology" or "Company Size greater than 100".

### In Campaigns

Reference custom fields in message variables for personalization: `{{custom_fields.company_name}}` or `{{custom_fields.industry}}`.

## Permissions

**Field Definitions**:

* **Owner/Admin**: Create, edit, delete, reorder fields
* **Member**: Cannot modify field definitions

**Field Values**:

* **All Members**: Can view and edit values for any organization lead
* Changes logged in lead activities

## Best Practices

1. **Plan Before Creating**: Think about what data you need and how it will be used
2. **Use Appropriate Types**: Choose types that match your data (dropdown for limited options, text for open-ended)
3. **Keep It Simple**: Don't create too many fields - focus on essential data
4. **Use Descriptions**: Help team members understand what to enter
5. **Set Required Sparingly**: Only require truly essential fields
6. **Use Dropdowns**: Limit options with dropdown/multiselect for consistency
7. **Regular Review**: Deactivate unused fields, remove obsolete ones

## Common Use Cases

**B2B Sales**: Company name, industry, company size, revenue, decision maker, pain points

**E-commerce**: Product interests, purchase history, cart value, preferred categories

**Service Businesses**: Service type, budget range, timeline, location, referral source