[{"data":1,"prerenderedAt":376},["ShallowReactive",2],{"docs-navigation-en":3,"\u002Fdocs\u002Fgetting-started\u002Fcustom-fields-en":43,"\u002Fdocs\u002Fgetting-started\u002Fcustom-fields-surround-en":371},[4],{"title":5,"path":6,"stem":7,"children":8,"icon":42},"Getting Started","\u002Fdocs\u002Fgetting-started","docs\u002F1.getting-started\u002F1.index",[9,12,17,22,27,32,37],{"title":10,"path":6,"stem":7,"icon":11},"Introduction","ph:house",{"title":13,"path":14,"stem":15,"icon":16},"Contacts","\u002Fdocs\u002Fgetting-started\u002Fcontacts","docs\u002F1.getting-started\u002F2.contacts","ph:users",{"title":18,"path":19,"stem":20,"icon":21},"Pipelines","\u002Fdocs\u002Fgetting-started\u002Fpipelines","docs\u002F1.getting-started\u002F3.pipelines","ph:kanban",{"title":23,"path":24,"stem":25,"icon":26},"Automations","\u002Fdocs\u002Fgetting-started\u002Fautomations","docs\u002F1.getting-started\u002F4.automations","ph:lightning",{"title":28,"path":29,"stem":30,"icon":31},"Custom Fields","\u002Fdocs\u002Fgetting-started\u002Fcustom-fields","docs\u002F1.getting-started\u002F5.custom-fields","ph:textbox",{"title":33,"path":34,"stem":35,"icon":36},"Contact Lists","\u002Fdocs\u002Fgetting-started\u002Fcontact-lists","docs\u002F1.getting-started\u002F6.contact-lists","ph:list-magnifying-glass",{"title":38,"path":39,"stem":40,"icon":41},"Import Contacts from CSV","\u002Fdocs\u002Fgetting-started\u002Fimport-contacts-csv","docs\u002F1.getting-started\u002F7.import-contacts-csv","ph:upload-simple","i-lucide-rocket",{"id":44,"title":28,"body":45,"dateModified":362,"datePublished":362,"description":363,"extension":364,"links":362,"meta":365,"navigation":366,"path":29,"seo":367,"stem":30,"__hash__":370},"docs_en\u002Fdocs\u002F1.getting-started\u002F5.custom-fields.md",{"type":46,"value":47,"toc":351},"minimark",[48,52,57,78,81,85,88,129,132,145,149,259,268,272,275,292,307,311,317,320,324,327,330,334,337],[49,50,51],"p",{},"Custom fields store contact information that is specific to your business. Use them for structured values such as company size, contract value, renewal date, service interest, or preferred contact method.",[53,54,56],"h2",{"id":55},"open-custom-fields","Open custom fields",[58,59,60,64,72],"ol",{},[61,62,63],"li",{},"Open the client account you want to configure.",[61,65,66,67,71],{},"Go to ",[68,69,70],"strong",{},"CRM > Fields",".",[61,73,74,75,71],{},"Review the existing fields or select ",[68,76,77],{},"New field",[49,79,80],{},"Custom fields belong to the current account. This lets each client account use its own qualification and reporting data.",[53,82,84],{"id":83},"create-a-field","Create a field",[49,86,87],{},"Enter:",[89,90,91,101,111,117,123],"ul",{},[61,92,93,96,97,71],{},[68,94,95],{},"Name:"," The label shown to users, such as ",[98,99,100],"code",{},"Renewal date",[61,102,103,106,107,110],{},[68,104,105],{},"Key:"," The stable snake_case identifier, such as ",[98,108,109],{},"renewal_date",". Cleo generates this from the name, and you can edit it before saving.",[61,112,113,116],{},[68,114,115],{},"Description:"," A short explanation of what the value means.",[61,118,119,122],{},[68,120,121],{},"Type:"," The format and validation applied to the value.",[61,124,125,128],{},[68,126,127],{},"Required:"," Whether the field must contain a value.",[49,130,131],{},"The key must begin with a letter, contain only lowercase letters, numbers, and underscores, and be no longer than 50 characters.",[133,134,135],"tip",{},[49,136,137,138,140,141,144],{},"Name a field after the fact it stores, not the report where it appears. ",[98,139,109],{}," remains clear across forms, filters, and exports. ",[98,142,143],{},"report_column_3"," does not.",[53,146,148],{"id":147},"choose-a-field-type","Choose a field type",[150,151,152,168],"table",{},[153,154,155],"thead",{},[156,157,158,162,165],"tr",{},[159,160,161],"th",{},"Type",[159,163,164],{},"Use it for",[159,166,167],{},"Example",[169,170,171,183,194,205,216,227,237,248],"tbody",{},[156,172,173,177,180],{},[174,175,176],"td",{},"Text",[174,178,179],{},"Notes or longer unstructured values",[174,181,182],{},"Current business challenge",[156,184,185,188,191],{},[174,186,187],{},"Single-line text",[174,189,190],{},"Short identifiers and labels",[174,192,193],{},"External customer ID",[156,195,196,199,202],{},[174,197,198],{},"Integer",[174,200,201],{},"Whole-number quantities",[174,203,204],{},"Employee count",[156,206,207,210,213],{},[174,208,209],{},"Decimal",[174,211,212],{},"Values that may contain fractions",[174,214,215],{},"Monthly contract value",[156,217,218,221,224],{},[174,219,220],{},"Yes\u002FNo",[174,222,223],{},"A true or false state",[174,225,226],{},"Has signed consent",[156,228,229,232,235],{},[174,230,231],{},"Date",[174,233,234],{},"A calendar date",[174,236,100],{},[156,238,239,242,245],{},[174,240,241],{},"Select",[174,243,244],{},"One value from a controlled list",[174,246,247],{},"Lead source",[156,249,250,253,256],{},[174,251,252],{},"Multi-select",[174,254,255],{},"Several values from a controlled list",[174,257,258],{},"Services of interest",[49,260,261,262,264,265,267],{},"Use ",[68,263,241],{}," or ",[68,266,252],{}," when the field will be filtered or reported frequently. Controlled options prevent spelling variations from splitting one category into several values.",[53,269,271],{"id":270},"add-select-options","Add select options",[49,273,274],{},"For a select or multi-select field:",[58,276,277,280,283,286,289],{},[61,278,279],{},"Choose the field type.",[61,281,282],{},"Enter an option label.",[61,284,285],{},"Add the option.",[61,287,288],{},"Repeat for each allowed value.",[61,290,291],{},"Review the generated values before saving.",[49,293,294,295,298,299,302,303,306],{},"Keep options mutually understandable. If ",[98,296,297],{},"Agency",", ",[98,300,301],{},"Marketing agency",", and ",[98,304,305],{},"Digital agency"," mean the same thing to your process, use one option rather than all three.",[53,308,310],{"id":309},"edit-a-field","Edit a field",[49,312,313,314,316],{},"Open ",[68,315,70],{},", find the field, and select its edit action. You can update the name, description, required state, and relevant options.",[49,318,319],{},"Treat changes to a field key or type carefully. Existing filters and imported data may depend on the original definition. If the meaning has changed, creating a new field can be clearer than reusing the old one.",[53,321,323],{"id":322},"delete-a-field","Delete a field",[49,325,326],{},"Use the delete action from the field list and confirm the operation. Before deleting, check whether the field is used by contact filters or shared working processes.",[49,328,329],{},"Deleting a field removes the structure the team uses to interpret its values. Export any data that must be retained before deletion.",[53,331,333],{"id":332},"use-fields-consistently","Use fields consistently",[49,335,336],{},"Write a short definition for fields used in qualification or reporting. Include who updates the value, when it becomes required, and what each option means.",[49,338,339,340,345,346,350],{},"For guidance on deciding between custom fields and labels, read ",[341,342,344],"a",{"href":343},"\u002Fguides\u002Ftags","CRM Tags",". For database maintenance, use the ",[341,347,349],{"href":348},"\u002Fguides\u002Fcrm-data-cleanup","CRM Data Cleanup"," checklist.",{"title":352,"searchDepth":353,"depth":353,"links":354},"",2,[355,356,357,358,359,360,361],{"id":55,"depth":353,"text":56},{"id":83,"depth":353,"text":84},{"id":147,"depth":353,"text":148},{"id":270,"depth":353,"text":271},{"id":309,"depth":353,"text":310},{"id":322,"depth":353,"text":323},{"id":332,"depth":353,"text":333},null,"Create structured fields for contact data that does not fit the standard contact record.","md",{},{"icon":31},{"title":368,"description":369},"Create and Manage Contact Custom Fields in Cleo","Learn how to create, edit, and organize text, number, date, boolean, select, and multi-select custom fields for contacts in Cleo.","gq1FijmdgxbgMPkQNzGNcyLS_eNc3oi-DVLE6rWW_uI",[372,374],{"title":23,"path":24,"stem":25,"description":373,"icon":26,"children":-1},"Preview the automation model planned for follow-ups, assignments, and account processes.",{"title":33,"path":34,"stem":35,"description":375,"icon":36,"children":-1},"Create manual and filter-based contact lists for recurring audiences and team workflows.",1793830130853]