Your own customer fields
Add the fields your business keeps about a customer and know that what is filled in is never lost.
Updated 10 November 2026
- Why
- Every business keeps something about its customers that no standard record has a column for.
- How
- Admins and owners add them in Settings under Customer fields, with New field.
What a field is made of
| Part | Meaning |
|---|---|
| Label | What the field is called on the record. The key is made from the label. |
| Type | One of text, number, choice, yes or no and date. |
| Options | For a choice field, the values offered, separated by commas. |
| Unit | Optional, such as months. |
| Help text | Optional. What somebody filling it in needs to know. |
The key and the type stay as they are once the field exists, because the values already filled in are stored under them. To change either, archive the field and add a new one.
Where the fields show
- On the customer's record, in the order you set.
- In the CSV export of the customer list.
- In the CSV import: a column named after one of your fields fills it and the preview says which columns were matched and which were ignored.
Archiving and restoring
Archiving a field takes it off the record, the export and the import. Everything that was filled in is kept, so restoring the field brings the answers back with it.
Renaming an option does not change what is already filled in on a customer: a value no longer offered is shown as no longer offered, never dropped.
A field cannot take the name of one of the record's own columns, such as notes, so an export never carries two columns of one name.
Related
- Customers and contactsKeep one record for each customer with its contacts, addresses, terms and agreed prices, loaded by hand or from a CSV.
- Users and rolesInvite your people, give each the role their job needs and change or remove access when it changes.
- Schemas and fieldsDescribe a product family with a schema of typed fields and choose which of them filter the grid.