Custom fields
Model what is specific to your business.
Every business tracks something the defaults do not cover — contract end date, licence count, regulatory category.
Steps
- Open Custom Fields (needs the CRM-manage capability).
- Add the field with the right type. Types matter: a date as a date sorts and filters; a date as text does neither.
- Do this before importing data that contains it.
You're done when the things you filter on are fields, not notes.
What belongs in a field
If you would ever filter, sort or report on it, it is a field. If it is context for a human, it is a note.
Gotchas
- Fields are workspace-wide and owner/admin-only. They reshape the CRM for everyone.
- Renaming a field does not migrate what is in it. Decide the name up front.