How can I create new Fields?

You can create additional Fields for your leads, accounts or deals within FreeAgent CRM or edit the existing ones. There is no limit to the number of fields you can add.

Create Fields

To get started, click on your portrait and then click 'Settings' (1). Click 'Fields' (2) on the left-hand side menu, and click on the segment for which you wish to create the Field (3).

You will notice that the system already has existing Fields, however, it is completely possible to edit, rearrange, and even deactivate them.

Add a Field

To add your own Fields, click the 'Add Custom Field' button.

A small modal window will appear where you can give your Field a name and also select its type. There are five different Field types: Choice List, Currency, Date, Email, Location, Number, Percent, Phone, Text, and URL.

Choice List

This Field type will allow you to create different options from which to select from and the best of all the information of this field becomes filterable. The creation of this Field type involves a two-step process. First, you create the field, and then you edit it to add the different choices.

To create the Field, type in the name, select 'Choice List' in the Data Type and click the 'Save' button. If you click on the 'Allow Ad-hoc Creation' box, you are going to be able to add Choices to this field either through a CSV import or directly in the formularies. If you only want to have a predefined set of choices, we recommend that you don't enable this option.

This will create the Field. All new fields are located at the bottom of the list.

Now we need to define the choices, so select the circle next to your Field to enable the 'Edit' button and click on it. 

Here is where you add your choices by clicking on the 'Add Choice' button.

Give the Choice a name and click 'Save.' Note that the 'Order' field indicates the order in which the 'choice' will appear on the drop-down menu. Add as many choices as you need.

Once you are done adding the Choices, click the 'Save' Button.

It is possible to edit the Fields, deactivate them and even rearrange them in your preferred order. For more information please visit the following tutorials:

Edit Fields

Manage Fields