Custom fields & dropdown lists
Add your own questions and pick-lists — like "How did you hear about us?"
Want to track something we don't ask by default? Create a custom field once in Settings → Custom Fields, and it shows up everywhere it's needed — on customers, leads, jobs, and forms.
- 1Go to Settings → Custom Fields and press Add field.
- 2Name it and choose the type: short text, number, yes/no, or a dropdown list.
- 3For a dropdown, type the choices.
- 4Choose where it appears (customers, leads, or jobs).
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