Custom Fields: Setup & Use

Purpose: Custom fields let you capture additional information specific to your business beyond Sure Send's default fields. Use them to track data points unique to your workflow.

Before You Begin

You'll need Admin or Owner permissions to create and manage custom fields.

Custom fields can apply to:

• People — Contact records
• Companies — Company records
• People & Companies — Both record types
• Contracts — Contract records

Creating a Custom Field

1. Click Settings in the left navigation.
2. Under Team Settings, select Custom Fields.
3. Click + New Field (top right).
4. Select a Field Type (see below for options).
5. Enter a Display Label — this is the name users will see.
6. Select Applies To — choose People, Companies, People & Companies, or Contracts.
7. (Optional) Configure additional settings:
   • Required field — Users must fill this field
   • Hide if empty — Field won't display on records until it has a value
   • Description — Add helper text explaining the field's purpose
8. (Optional) Expand Advanced options to customize the Internal Identifier. This is auto-generated from the display label (e.g., "Property Address" becomes "property_address") and is used in API integrations and automations. Most users can leave this as-is.
9. Click Create Field.

Field Types

Text

Single-line text input. Use for short, free-form information.

Examples: Property Address, Preferred Name, Referral Notes

Date

Date picker. Use for tracking important dates.

Examples: Closing Date, Follow-up Date, Contract Expiration

Number

Numeric input with format options:

• Formatted — Displays with commas (1,234,567)
• Plain — Displays without formatting (1234567)
• Currency — Displays as money ($1,234.56)
• Percentage — Displays as percent (45.5%)

Examples: Budget, Commission Rate, Down Payment Amount

Dropdown

Single selection from predefined choices. Use when users should pick exactly one option.

Examples: Lead Status, Disqualified Reason, Client Type

Adding choices:

• Click + Add Choice to add options one at a time
• Click Import from text to paste multiple options at once (one per line or comma-separated)

Multi-Select

Multiple selections from predefined choices. Use when users may need to pick more than one option.

Examples: Interested Property Types, Marketing Preferences, Services Needed

Adding choices: Same as Dropdown — add one at a time or use Import from text.

Editing a Custom Field

1. Go to Settings → Team Settings → Custom Fields.
2. Find the field you want to edit.
3. Click Edit.
4. Make your changes and save.

What you can edit:

• Display Label (name)
• Applies To (People, Companies, etc.)
• Required field setting
• Hide if empty setting
• Description
• Choices (for Dropdown and Multi-Select)

What you cannot change:

• Field Type — This is locked once the field is created. If you need a different type, create a new field.

Organizing Custom Fields

The order of custom field cards in Settings determines the order they appear on records.

To reorder:

1. Go to Settings → Team Settings → Custom Fields.
2. Drag and drop the field cards into your preferred order.
3. The new order is saved automatically.

Where Custom Fields Appear

Custom fields display on the relevant record type in the left panel under the Custom Fields section.

For People records, scroll down on the contact record to find the Custom Fields section below Details and Tags.

Deleting a Custom Field

1. Go to Settings → Team Settings → Custom Fields.
2. Find the field you want to delete.
3. Click Delete.
4. Confirm the deletion.

Warning: Deleting a custom field removes it from all records and deletes any data stored in that field. This cannot be undone.

Tips

• Use Dropdowns over Text fields when possible. Dropdowns enforce consistency and make filtering/reporting easier.
• Plan your "Applies To" setting carefully. A field applied to People won't appear on Company records.
• Use "Hide if empty" for optional fields. Keeps records clean by hiding fields that aren't filled in.
• Name fields clearly. Use labels that make sense to your team without needing explanation.

What's Next

Stage Management: Stages & Sub-stages →