Custom Fields

What are Custom Fields?

Custom Fields let you add additional data fields to any entity in ZenTraq beyond the standard fields. Every business is unique — custom fields make the CRM fit your exact needs.

Supported Entities

You can add custom fields to:

• Leads
• Contacts
• Accounts
• Deals
• Invoices
• Properties (Real Estate)
• Bookings (Real Estate)
• And other industry-specific modules

Field Types

Type	Description	Example
Text	Single-line text input	"Preferred Language"
Textarea	Multi-line text	"Special Requirements"
Number	Numeric value	"Budget Amount"
Decimal	Decimal number	"Commission %"
Date	Date picker	"Follow-up Date"
Select	Dropdown (single choice)	"Priority Level"
Multi-Select	Multiple choice selection	"Interested Products"
Boolean	Yes/No toggle	"VIP Customer"
URL	Web link	"LinkedIn Profile"
Email	Email field with validation	"Alternate Email"
Phone	Phone number field	"Office Phone"

Creating Custom Fields

1. Go to Settings → Custom Fields
2. Select the Entity Type (Lead, Contact, Deal, etc.)
3. Click + Add Field
4. Configure:
   • Field Label — Display name (e.g., "Preferred Language")
   • Field Key — System name (auto-generated, e.g., "preferred_language")
   • Field Type — Select from the types above
   • Required — Whether the field must be filled
   • Options — For Select/Multi-Select, define the choices
   • Default Value — Pre-filled value for new records
   • Placeholder — Hint text shown in empty field
   • Searchable — Whether this field appears in filters
5. Click Save

Managing Custom Fields

Editing

• Change label, options, default value
• Cannot change field type after creation (to protect data integrity)

Ordering

• Drag fields to reorder how they appear on forms
• Group related fields together

Deactivating

• Toggle a field to "Inactive" to hide it without deleting data
• Data is preserved — reactivate anytime

Deleting

• Permanently removes the field and all associated data
• Cannot be undone — use with caution

Using Custom Fields

On Forms

Custom fields appear on create/edit forms below standard fields:

• Grouped under "Custom Fields" section
• Required fields marked with asterisk (*)
• Validation enforced per field type

In Filters

If marked as "Searchable", custom fields appear in:

• Advanced filter sidebar
• Field dropdown in filter conditions
• Quick search (text fields)

In List Views

• Custom fields can be shown as columns
• Use the Column Selector to show/hide custom field columns

In Exports

• Custom fields are included in CSV/Excel exports
• Column header uses the field label

Examples by Industry

Real Estate

• Budget Range (Number)
• Preferred BHK (Select: 1BHK, 2BHK, 3BHK, 4BHK)
• Possession Preference (Select: Ready, 6 months, 1 year, 2 years)
• Loan Required (Boolean)
• CIBIL Score (Number)

Education

• Current Qualification (Select)
• Preferred Course (Multi-Select)
• Academic Year (Select: 2025, 2026, 2027)
• Scholarship Eligible (Boolean)
• Parent's Occupation (Text)

Food Export

• HS Code (Text)
• Minimum Order Quantity (Number)
• Required Certifications (Multi-Select: FSSAI, ISO, HACCP, Organic)
• Incoterms (Select: FOB, CIF, CFR, EXW)
• Destination Port (Text)

Automotive

• Current Vehicle (Text)
• Exchange Required (Boolean)
• Finance Needed (Boolean)
• Preferred Color (Select)
• Test Drive Outcome (Select: Loved, Undecided, Not Interested)

Tips

• Don't over-create — Only add fields you'll actually use and report on
• Use Select over Text — Standardized values are easier to filter and report
• Name clearly — Future users should understand the field from its label
• Group logically — Keep related fields near each other
• Mark searchable — Only fields you need to filter by
• Use defaults — Saves time for common values