Cloze Help Center
  • Home
  • Using Cloze
  • Cloze Setup
  • Integrations
  • Managing a Team

Custom Fields

Add Custom Fields to store custom information related to your business.

  • How do I see when a contact became a lead?
  • How do I create a private custom field?
  • How do I add a custom field?
  • How do I translate custom fields based on the recipient's language?
  • How do I track company originated leads?
  • How do I set a custom field to always show when filtering?
  • How do I add a reference custom field?
  • How do I add an anniversary date custom field?
  • How do I make contact fields visible on a person's profile?
  • How do I enable the kanban view to group by a custom field?
  • How do I enable default Custom Fields?
  • How do I add a custom field to a contact?
  • What types of Custom Fields can I create in Cloze?
  • How do I add a custom field to a Project or Deal?
  • How do I change the Segments in which pick list values will appear?
  • How do I enable the "Do Not Contact" Custom Field?
  • How do I enable the "Lawful Basis" Custom Field to support GDPR?
  • How do I add a Lost Reason Custom Field to Deal or Project?
  • How do I create a mandatory field?
  • How do I add a Range Custom Field?
  • 1
  • 2

Categories

  • Settings
  • Accounts and Services
  • App Settings
  • Assistant
  • Customizations
  • Importing and Exporting
  • Accounting and Compliance
  • Apps and Extensions
  • Calling, Notes and Maps
  • Connected Accounts
  • Contact Sync
  • Custom Fields
  • Deals, Projects, Properties
  • Delegation
  • Display and Layout
  • Exporting
  • Free Trial and Billing
  • Importing
  • Keep In Touch Settings
  • Lead Management
  • Mail Settings
  • My Account
  • My Team
  • Next Steps
  • Notifications
  • People and Companies
  • Prebuilt Customizations
  • Segments
  • Smart Suggestions
  • Work Week and Locale
No results found

© Cloze Inc. 2025. Powered by Help Scout