Custom fields, layouts, and field permissions
Add your own fields with validation, arrange them into layouts, show them conditionally, and control who sees what.
Go to Settings → Customization to define custom fields on contacts, leads, deals, and products. Pick from 10+ types - text, number, currency, date, select, multi-select, checkbox, phone, email, formula - and add validation (required, min/max, patterns).
Reportable fields appear in the Report Builder and dashboards; searchable fields join global search; filterable fields show up on list pages. No extra wiring.
Layouts and conditional logic
Group fields into ordered, collapsible sections with one to three columns per group - the Layout tab controls how forms look per entity. Conditional rules show or require a field live based on other values: “show ‘Financing bank’ only when ‘Financing needed’ is yes.”
Field-level permissions and history
Sensitive fields can be restricted by role: without permission, the field disappears from screens, reports, exports, and AI answers - enforced on the server. Every value change is recorded, and the history viewer shows what changed, when, and by whom.