Overview of Custom Fields

Cloze offers Custom Fields to help you add an additional level of detail for your People, Companies, and Properties (or Projects / Deals).

How do I create a custom field for a contact?

What are the default Custom Fields that Cloze offers?

What are the types of Custom Fields?

How do I add a Custom Field to people or companies?

How do I add a Custom Field to a Property (or Project or Deal)?

Where do I find Custom Fields?

Why can't I see my Custom Fields?

Default Custom Fields

Cloze includes several standard Custom Fields that you can enable such as Birthday, Do Not Contact, Lead Source, and Locale.

Types of Custom Fields

There are several different types of Custom Fields that you can use to tailor the profile for People, Companies, Projects, and Deals. 

• Text - Any type of text may be entered. A common example would be an account ID. 
• Pick List (one) - Pick one field value from a list
• Pick List (many) - Pick multiple field values from a list
• Date - Set a date (no time) including recurring anniversary reminders. 
• Round Number - Enter a number with no fraction (e.g. 1,000)
• Decimal Number - Enter a number with a fraction (e.g. 1,000.25)
  • Display the decimal as a percentage.
• Currency - Enter a currency value (e.g. $1,000)
• Range - Range of values (e.g. 3 to 10)
• Reference One or Many - Reference a person, company, or project (or deal) or multiple people, companies, or properties
• Computed field - Fields that calculate a value based on other fields. Common examples are commission rates or square footage.
• Matching field - The Cloze Matching Engine is used to find people that match criteria for things you are brokering. Typically these are things like properties, jobs, cars, yachts, and fund-raising campaigns

Add Custom Fields for People and Companies

Click here to learn more about adding Custom Fields to People and Companies. 

Cloze includes Custom Fields that you can enable like Type, Role, Department, and Lead Source -- you can also add as many others as needed. Once enabled you will see your custom fields in the Relationship section.

Add Custom Fields for Projects and Deals

Click here to learn more about adding Custom Fields to Deals and Projects.

Cloze includes Custom Fields that you can enable like Type, Forecast, and Lead Source -- you can also add as many others as needed. Once enabled you will see your custom fields in the Status section.

Custom Fields are especially helpful if you have a common Deal or Project process, but would like to easily segment them by product line, service, or any other custom classification.

Sharing Custom Fields

Custom Fields are also shared with your team members if you are using Cloze Business. You can also set custom fields to be private.

Where to Find Custom Fields

When enabled, Custom Fields appear below the Relationship section for People and Companies (a) and below the Property (or Project / Deal) Status section. Custom Fields can be organized into Custom Sections (b). 

Troubleshooting Custom Fields:

1. I don't see my custom field. or My custom field is not showing up.

In order for custom fields to appear, you need to first set a Stage or Segment (or both) for the contact. If you do set a Stage and Segment and the custom field is still not appearing, edit your custom field and check the settings. You can also reach out for assistance at support@cloze.com.

2. I cannot create a new custom field. or I can't edit my custom fields.

If you are on a team, your team settings may be preventing you from creating new custom fields or editing existing custom fields. Your custom field options will look like this: