# How to create and use custom fields > Learn how to create and use custom fields in Futuria CRM to capture the data your business needs and organise contacts and opportunities. Author: Futuria Support Team · Published: June 18, 2026 · Reading time: 4 min read Source: https://futuriamarketing.com/en/supporto/come-creare-usare-campi-personalizzati/ --- ## What are custom fields? Custom fields help you capture and organise information that goes beyond standard contact details such as name, email address and phone number. They let you customise records, forms, workflows and pipelines to fit your business processes and improve the way you manage leads and opportunities. These fields can be used in: - Forms - Surveys - Pipelines - Workflows - Automations - Smart lists - Contact records - Opportunity records Custom fields let you capture details that are specific to your business, such as: - Lead type - Budget range - Preferred contact method - Referral source - Property type - Expected closing timescale This helps you build tidier records, better segmentation and more tailored automations. ## Key benefits of custom fields Custom fields bring both flexibility and structure to the way your account and your automations are set up. The benefits include: - Capturing data that is specific to your business - Organising contact and deal information more efficiently - Personalising emails and SMS messages using merge fields - Building more effective smart lists and workflow filters - Displaying important information directly in records and pipelines - Grouping related fields using folders for tidier layouts ## Custom fields for contacts and opportunities Choosing the right field type matters, because **contact fields and opportunity fields behave differently** within the system. ### Custom fields for contacts Custom contact fields are linked directly to a person. Use contact fields for information such as: - Buyer or seller type - Date of birth - Preferred contact method - Referral source - Company website These fields can be used within: - Contact records - Forms - Surveys - Contact workflows - Smart lists - Email and SMS personalisation ### Custom fields for opportunities Custom opportunity fields belong to a specific deal or sales opportunity. Use opportunity fields for information such as: - Budget range - Property type - Deal urgency - Expected closing timescale - Sales stage details These fields appear within: - Opportunity records - Sales pipeline views - Opportunity workflows - Deal reports and automations ``` Note: once a field has been created as a contact field or an opportunity field, it cannot be changed. ``` ## Organising custom fields with folders Folders help you organise related fields into sections, so that records stay tidy and easy to read. Folders appear directly within records and can group related information together. Examples: - Buyer information - Property details - Sales qualification - Appointment preferences ### Creating a folder To create a folder: - Open **Settings** - Go to **Custom Fields** - Choose the object using the selector at the top - Open the **Folders** tab - Click **Create folder** - Enter the folder name - Save the folder Once you have created your folders, you can assign fields to them for better organisation. ![Assigning a custom field to a folder in Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/da6bdca3-7904-4b30-a798-b11c0977f822.png) ## How to set up custom fields Follow these steps to create and organise custom fields in your account. #### Step 1: go to Settings → Custom Fields In your account, click **Settings**, then **Custom Fields**. ![Settings menu with the Custom Fields option highlighted.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/3dde3038-e678-4232-84de-eafe4a97b9f2.png) #### Step 2: select the object Use the object selector at the top of the page to choose the object you want to manage. #### Step 3: open the Fields tab Stay on the **Fields** tab to view existing fields and create new ones. ![Fields tab in the Custom Fields section of Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/0fdfbe4a-431a-4d95-906c-82a541209347.png) #### Step 4: click Create field Click **Create field** at the top right of the page. !['Create field' button on the custom fields page.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/7455c282-2c5a-4c11-837f-27f67b119ab4.png) #### Step 5: select a field type Choose the type of field you want to create. ![Selecting the type of field to create, such as text, date or drop-down menu.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/8e0b6038-228b-4bee-88e7-ca9e87b0d7ac.png) #### Step 6: fill in the field details Enter the field details, including the name and the folder, if required. ![Form for entering the details of the new custom field, such as name and folder.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/3dcae837-26a5-44e4-a3f2-e7c8f25c74fe.png) #### Step 7: check the preview Use the preview panel to check how the field will look. ![Preview panel showing how the new custom field will look.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/15274218-7486-4fb7-a349-bade612f0675.png) #### Step 8: create the field Click **Create custom field** to save the field. !['Create custom field' button for saving the new field.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/8d4141b8-c9cd-40a8-9074-b308a4c2c480.png) ### Using the Custom Fields page The Custom Fields page has an updated layout that helps you manage your fields more efficiently. 1. Use the object selector at the top of the page to switch between the supported objects. 2. Use the **Fields** tab to view and manage your custom fields. 3. Use the **Folders** tab to create and manage folders. 4. Sort the table by column to find fields more quickly. 5. Use the icons in the field list to identify special field statuses. ## Frequently asked questions ##### Can I convert a contact field into an opportunity field (or the other way round)? No. You have to recreate the field under the correct object type. A field's object type cannot be changed after it has been created. ##### Which field types can I create? You can create Short text, Long text, Drop-down menu, Date picker, Phone, Email, Radio buttons, Checkbox groups, URL fields and more. ##### Why don't my fields appear in a form or a workflow? Make sure the object type matches the use case. Only Contact fields appear in forms and contact workflows. ##### How many options can the multi-select drop-down custom field have? The multi-select drop-down field can hold a large number of options (50+), so there is no practical limit.