Use custom fields - Relaticle  

    [Getting started](https://relaticle.com/help/getting-started)

 Use custom fields 
===================

Add, edit, or reuse the fields that capture the data your team tracks.

 Updated August 12, 2026

 Custom fields capture anything Relaticle doesn't track out of the box — a lead source, a renewal date, an internal priority — on companies, people, opportunities, notes, or tasks. Add one from the Custom Fields page and it appears on that entity's create and edit forms right away, with no other setup.

1. Click your workspace name at the top of the sidebar, then click **Custom Fields**.
2. Select the entity tab — **Companies**, **People**, **Opportunities**, **Notes**, or **Tasks**.
3. Click **Add Field**.
4. Choose a **Type** — Text, Number, Currency, Date, Select, Multi Select, Checkbox, Link, Tags Input, and more.
5. Type a name into **Name**.
6. For Select-type fields, click **Add Option** for each choice.
7. Click **Submit**.

![The Custom Fields page for Opportunities, listing Amount, Close Date, and Stage as System fields alongside a Deal Source field](/help-assets/getting-started/use-custom-fields-1.png)

The field shows up immediately wherever that entity is created or edited.

![The Create Opportunity form with a new Deal Source field appearing right below Stage](/help-assets/getting-started/use-custom-fields-2.png)

[](#field-settings "Permalink")Field settings
---------------------------------------------

Each field has toggles for **Visible in List**, **Visible in View**, **Toggleable Hidden**, **Searchable**, and **Encrypted** — plus, for single-choice fields, **Enable Color Options** or **Unique Per Entity Type**. Fields marked **Searchable** also become available in that entity's filter panel — see [Find anything with search and filters](/help/getting-started/find-anything-with-search-and-filters).

[](#if-a-field-is-marked-system-then-you-can-edit-it-but-not-delete-it "Permalink")If a field is marked System, then you can edit it but not delete it
------------------------------------------------------------------------------------------------------------------------------------------------------

Fields like Amount, Close Date, and Stage on opportunities, or Domains on companies, ship with Relaticle and carry a **System** badge. Open one from its **Actions** menu to rename it, or to reorder, recolor, or add its options — the menu just won't offer **Delete**.

 [  Edit this page on GitHub ](https://github.com/Relaticle/relaticle/edit/main/packages/Documentation/resources/content/help/getting-started/use-custom-fields.md) [  Ask a question in Discord ](https://relaticle.com/discord)