Use custom fields to track additional company data
Custom fields are displayed in the Additional Information section of the company detail page.
When your admin configures custom fields for the Companies entity, they appear in a dedicated Additional Informationsection on each company's detail page. This section sits below the standard company fields and organizes custom fields into the sections defined by your admin. If no custom sections have been created, all custom fields appear together under a single group.
Edit custom field values directly on the detail page or through the edit panel.
Your admin can configure fields using the following types.
| Field | Description |
|---|---|
| Text | Single-line text input for short values like account numbers or reference codes. |
| Textarea | Multi-line text input for longer content such as notes, descriptions, or special instructions. |
| Number | Numeric input for quantities, scores, or counts. Accepts integers and decimals. |
| Currency | Monetary value field that displays with a currency symbol. Useful for budgets, contract values, or annual revenue. |
| Date | Date picker for tracking milestones such as contract start dates, renewal dates, or review dates. |
| Select | Single-choice dropdown from a predefined list of options. Ideal for categories like region, industry tier, or contract type. |
| Multi-Select | Multiple-choice selector that allows picking several options. Useful for certifications, product interests, or service packages. |
| Checkbox | Boolean toggle for yes/no fields such as NDA signed, partner agreement in place, or credit approved. |
Some custom fields may be marked as required by your admin.
When a custom field is marked as required, it is indicated with a red asterisk (*) next to the field label. You will not be able to save the company record until all required custom fields have valid values. If you attempt to save with missing required fields, a validation error highlights which fields need to be completed.