Custom Fields

Section: Settings & Administration
URL: /admin/custom_fields
Page title: (2) Câmpuri personalizate

Overview

Define custom fields on any record type to capture data specific to your business.

Business value

Define custom fields on any record type — capture data specific to your business that doesn't fit the out-of-the-box schema. The escape hatch that prevents "we'll just keep it in a spreadsheet".

• Who uses it: IT admin, ops, business analysts
• Key benefit: Adapts the platform to your business without expensive customisations.

Typical use cases:

• Add "Industry" field on clients for ICP analysis
• "Project Code" custom field on invoices for client compliance
• "Source Channel" on leads for attribution

At a glance

Accessing this module

From the admin sidebar, navigate to Custom Fields, or open the URL directly:

/admin/custom_fields

List view

The list view shows existing custom fields records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Custom Fields from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

API

This module is available via the REST API.

Authentication. All API requests require the header authtoken: <token> (generate one at /admin/api/api_management). Base URL. https://your-domain.tld/api/

Key endpoints:

See the full payload schemas, query parameters, and example responses in the API reference (`Custom Fields`).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/custom_fields