Custom fields are a powerful tool for documenting your data. Buildr enables you to create custom fields for Companies, Contacts, and Projects.

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Create a Custom Field Group

To get started, navigate to your Settings and select the Custom Fields tab.

Select the tab you wish to create custom fields for - Company, Contact, or Project.

Click New Group to create your first, custom field category. Name your group and click Create.

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Create Custom Fields

Now that you’ve created your first group, you can begin building your custom fields within your group.

Select, ”+ New Custom Field.”

Here, you will be prompted to create a name and select a type for your custom field. Buildr provides you with numerous types - checkboxes, dates, text, etc. Select the appropriate type for your custom field and click Create.

Once your custom fields are created, they will populate under your Company, Contacts, or Project details.