Custom Fields — Extending Your Data Model

Overview

Custom Fields let you extend KeenCRM's default data model with fields specific to your business. Add them to contacts, companies, deals, leads, and other entities.

Creating a Custom Field

1. Go to Settings → Custom Fields
2. Select the entity type (Contact, Company, Deal, etc.)
3. Click "Add Custom Field"
4. Configure:
5. Label: The field name users will see (e.g., "Industry Segment")
6. Field type: Text, Number, Date, Dropdown, Checkbox, URL, Email, Phone
7. Required: Whether the field must be filled in
8. Dropdown options: For dropdown fields, define the list of choices
9. Save the custom field

Using Custom Fields

Once created, custom fields appear:

• On the create/edit forms for that entity type
• On the entity detail page
• In data exports (CSV/XLSX)

Field Types

| Type | Use Case | Example |

|------|----------|---------|

| Text | Free-form text | "Industry Segment" |

| Number | Numeric values | "Employee Count" |

| Date | Date values | "Contract Renewal Date" |

| Dropdown | Predefined choices | "Lead Source" → Website, Referral, Cold Call |

| Checkbox | Yes/No toggle | "VIP Customer" |

| URL | Web links | "LinkedIn Profile" |

| Email | Email addresses | "Secondary Email" |

| Phone | Phone numbers | "Personal Phone" |

Managing Custom Fields

• Edit: Update the label or options of existing fields
• Delete: Remove fields you no longer need (data in those fields will be lost)