> ## Documentation Index
> Fetch the complete documentation index at: https://help.reevo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Fields

> Custom fields in Reevo let you extend your CRM data model to fit your business. You can add, edit, or remove fields across core objects—such as Accounts, Contacts, and Opportunities—to track the information that matters most to your team.

# Accessing Custom Fields

<img src="https://mintcdn.com/reevoai/nlAh7rE9hHLlmz3_/CRM-configurations/images/CustomField_Settings.png?fit=max&auto=format&n=nlAh7rE9hHLlmz3_&q=85&s=5e3b88b807d39e338bbbb010dd59366a" alt="Custom Field Settings" noZoom={true} width="2674" height="1488" data-path="CRM-configurations/images/CustomField_Settings.png" />

1. Log in to [**Reevo**](https://app.reevo.ai/)
2. Click **Settings** ⚙️ in the left sidebar
3. In **CRM** section, select the object you want to configure, e.g.
   1. [Accounts](https://app.reevo.ai/settings/accounts)
   2. [Contacts](https://app.reevo.ai/settings/contacts)
   3. [Opportunities](https://app.reevo.ai/settings/opportunities)
4. Under **Custom Fields**, click **Add Field**

<Info>
  Each custom field can be defined with a **display name**, **description**, and **field type**. Some field types allow pre-defined options, such as single- or multi-select dropdowns.
</Info>

***

## Supported Field Types

<img src="https://mintcdn.com/reevoai/nlAh7rE9hHLlmz3_/CRM-configurations/images/CustomField_Types.png?fit=max&auto=format&n=nlAh7rE9hHLlmz3_&q=85&s=c2730a65708e233fce7b289dcbda4a81" alt="Custom Field Settings" noZoom={true} width="2636" height="1466" data-path="CRM-configurations/images/CustomField_Types.png" />

| **Type** | **Description** | **Examples** |
| :- | :- | :- |
| Text (single line) | Short free-form text input (max \~255 chars). | Account region, campaign code |
| Text (multi-line) | Longer text input supporting line breaks. | Campaign description |
| Long text | Extended text area for detailed input. | Internal notes, call summaries |
| URL | Validated web link. | Document link |
| Number | Numeric input that can be used for filters or formulas. | Account score |
| Date | Calendar picker for date values. | Signup date, follow-up date |
| Single-select | Dropdown list allowing one predefined choice. | Priority (High / Medium / Low), Lifecycle Stage |
| Multi-select | Dropdown list allowing multiple predefined choices. | Product interests, regions covered |
| Boolean / Checkbox | True/False toggle. | Active account, Nurture contact, NDA signed |
| Amount / Currency | Numeric field formatted as currency. | Average deal size, Annual Revenue |

Five of these types can also be made **unique**, so no two records share the same value: Text (single line), Text (multi-line), URL, Number, and Amount / Currency. See [Unique Fields](/CRM-configurations/Unique-Fields).

<Note>
  Uniqueness is available on Accounts, Contacts, and custom objects. It isn't available on Opportunities, so the option doesn't appear when you add a field there.
</Note>

***

## Managing Fields

* **Edit or Rename:** Click the **ellipsis (…)** icon next to an existing field to edit its name, type, or options.
* **Show on the detail page:** When you create a field, turn on **Add to Overview** to place it in the Summary section of the record's Overview tab. For a field that already exists, open a record, go to the **Overview** tab, and use the gear icon (**Configure fields**) on the Summary section to add or remove fields.
* **Set as unique:** Stop two records sharing the same value in this field. Available on the five field types listed above. Turning this on for a field that already holds data runs a check for existing conflicts first. See [Unique Fields](/CRM-configurations/Unique-Fields).
* **Remove:** From the same menu, select **Delete Field** and confirm when prompted.

***

# **Troubleshooting / FAQs**

<AccordionGroup>
  <Accordion title="Why can't I see the option to add custom fields?">
    Only admins can create and manage custom fields. Check with your organization admin if you need this capability.
  </Accordion>

  <Accordion title="Can I change a field type after creating it?">
    Changing field types after data has been entered may cause data loss or formatting issues. It's best to plan your field types carefully before use. Contact support if you need to modify an existing field with data.
  </Accordion>

  <Accordion title="Do custom fields work with data imports?">
    Yes, you can map custom fields during CSV import. The import process will show both standard and custom fields for mapping.
  </Accordion>

  <Accordion title="Can I use custom fields in Ask Reevo queries?">
    Yes, Ask Reevo has full access to custom field data. You can ask questions like "Show me all contacts where Priority Tags includes VIP" or create records with custom field values through conversation.
  </Accordion>

  <Accordion title="What happens to custom field data if I delete a field?">
    Deleting a custom field removes it from all records. This action cannot be undone, so make sure you no longer need the data before deleting.
  </Accordion>

  <Accordion title="Can I stop two records having the same value in a field?">
    Yes, by making the field unique. Turn on **Set as unique** when you create or edit the field, or manage everything in one place under Settings > Data integrity. It works on Text (single line), Text (multi-line), URL, Number, and Amount / Currency, on Accounts, Contacts, and custom objects. You can have up to 3 unique fields per object. See [Unique Fields](/CRM-configurations/Unique-Fields).
  </Accordion>
</AccordionGroup>

> Still have questions? [Sign in](https://reevo.ai/) and use AskReevo for instant answers or to raise a support ticket.


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