Custom Fields
Add Custom Fields to store custom information related to your business.
- How do I add a custom field to a Project or Deal?
- How do I add a custom field to a contact?
- How do I add an anniversary date custom field?
- How do I add a reference custom field?
- How do I add a custom field?
- How do I enable the "Do Not Contact" Custom Field?
- How do I add a new Section?
- What types of Custom Fields can I create in Cloze?
- How do I set a custom field to appear in a specific Stage?
- How do I change the Segments in which pick list values will appear?
- How do I add a computed Custom Field?
- How do I set a custom field to appear in a specific Segment?
- How do I enable the "Lawful Basis" Custom Field to support GDPR?
- How do I make contact fields visible on a person's profile?
- How do I enable default Custom Fields?
- How do I make a field mandatory?
- How do I add a Range Custom Field?
- How do I mark a Custom Field to apply to all segments?
- How do I add a percentage Custom Field?
- How do I enable the kanban view to group by a custom field?