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

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

Warning

Deleting a custom field permanently removes all data stored in that field across every record in the system — there is no undo. Export or note down the data before deleting if there is any chance you'll need it.

Tip

Use the Dropdown field type with predefined options (instead of free-text) for any field you'll use in filters or reports. Free-text fields accumulate spelling variants ("Cluj", "Cluj-Napoca", "cluj") that silently break segment grouping.

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:

Method	Path	Purpose
`GET`	`{{base_url}}custom_fields/:type`	List all Custom Fields By Type
`GET`	`{{base_url}}custom_fields/items/3`	One Invoice

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