You can create custom fields for your Companies, People, and Leads in Nutshell. Use these for fields that don't already exist in Nutshell, like internal customer order numbers or important dates.

Define the field

In the Setup section under Custom Fields, click + Add custom field, under the gray header for Lead custom fields, Company custom fields, or People custom fields, to choose where the field will be created.

You'll be presented with a popup box to name your field and to choose the type.

Types of Custom Fields:

Leads:

  • Text
  • Long Text
  • Currency
  • Date
  • Email
  • Decision
  • Address
  • Phone
  • URL

Companies and People:

  • Text
  • Long Text
  • Date
  • Currency
  • Decision

Fields not normally visible (Leads)

You would want to use this type of field for something that you don't need to see in every one of your leads. The field will not show up in the lead unless there's data in it - the only way to add data to it is by importing.

Decision fields

A decision field is a drop-down list that you create. You can add as many options as you want to a decision field. 

Make the field "Multiple choice" to allow your reps to select several options.

Setup: 

On a Company profile page: 

Edit the field

Your custom fields will appear on the right side of Companies and People pages.

In leads, the custom fields will appear in the center of the lead, or in the sidebar, depending on where you created that custom field. You can edit these fields directly and they will be saved immediately.

Add the custom field as a column

You can add the custom fields as a column on the Companies, People, and Leads tabs through the "Columns" drop-down. You can also add the custom field as a column under Reports > Custom if the field is on a Lead or Company.

FAQ

How many custom fields can I have?

You can have an unlimited amount of custom fields!

Can I change a custom field after it was created?

You can change the custom field name after it has been created, but the field type cannot be changed. Note that if you change the name, any data previously entered into that field will be lost.

What is the difference between Text and Long Text?

A text field will store 1 line of text. A Long Text field can store paragraphs of text.

Can I report on custom fields?

You can sort and filter by custom fields within the Companies, People, and Leads list pages, You cannot filter by custom fields within custom reports.

Can I change the currency type for custom fields?

Users cannot change the currency type for custom fields.

Can I import to custom fields?

Yes! First, create the custom field in Nutshell. Then, add it as a column in your CSV.

Can I make a custom field a step in my sales process?

Custom fields can be added as required steps in your sales process.

Can my custom HTML web form or my Wufoo form fill in custom fields?

Yes! You'll want to reference our API or Wufoo documentation for more information. 

Next steps

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