Add a custom field to contacts, companies, or deals

You'll learn how to: Create a new field on contacts, companies, or deals so you can capture data Nynch's defaults don't cover (e.g. "Renewal probability", "Q3 priority tier", "Procurement timeline").

Time: 2 minutes.

Prereqs: You're an Owner or Admin. Members can't create custom fields.

Steps

1. Open Contacts (or Companies, or Deals; custom fields are per-entity).
2. Toolbar's far right > More menu (three dots) > Settings (or Manage fields).
3. The fields manager opens. You see the existing standard fields and any custom fields already defined.
4. Click + New Field.
5. Fill in:
   • Name: human-readable label (e.g. "Renewal Probability").
   • Type: pick from Text, Number, Date, Single Select, Multi Select, Checkbox, Formula, Lookup, Currency, Percentage, Email, URL, Phone.
   • Options (if Single / Multi Select): the picklist values, one per line.
   • Required?: tick if every record must have a value.
   • Default value: optional starting value for new records.
   • Description / help text: shown next to the field in the form.
6. Click Save.

The field appears on every record's profile, in View Options > Fields (to make it visible in List view), and as a filter option.

Field types in detail

• Text (short or long): free-form. Searchable.
• Number: integer or decimal. Filterable with >=, <=.
• Date / DateTime: with calendar picker.
• Single Select: dropdown of pre-defined values. Great for clean filtering.
• Multi Select: like tags but with a fixed picklist.
• Checkbox: boolean.
• Formula: computed from other fields (advanced, plan-dependent).
• Lookup: reference to another record (e.g. link a deal to a parent campaign).
• Currency / Percentage / Email / URL / Phone: typed validation + appropriate input control.

Make it visible

A newly-added custom field is created but not displayed by default on List view. Open View Options > Fields and tick the new field to show it as a column. Same for the Kanban card via the card-settings panel.

Bulk-set values across existing records

After creating a field, every existing record has an empty value for it. To backfill:

1. Filter to the records you want to set.
2. Bulk toolbar > Edit Fields.
3. Pick the new field.
4. Set the value.
5. Confirm.

Delete a field

In the same fields manager, the field row has a Delete action. A confirmation asks you to confirm. Deleting a field removes the value from every record permanently.

Consider archiving (hide from the form / filters) instead of deleting, if you might need the data later.

Workspace-wide vs per-user

Custom fields are workspace-wide. Everyone in your workspace sees the same set of fields. They don't have per-user visibility today.

If something goes wrong

• Symptom: "+ New Field is greyed out." → Fix: You're not an Owner or Admin, OR your workspace plan caps the number of custom fields and you're at the limit.
• Symptom: "Field doesn't appear after I save." → Fix: Refresh the page. The fields manager updates after a refresh.
• Symptom: "Field appears but I can't filter by it." → Fix: Check the field type. Formula and Lookup fields filter differently than the typed primitives.
• Symptom: "I made a typo in the field name." → Fix: Edit the field via the fields manager. Renaming a field updates its label everywhere; values are preserved.
• Symptom: "I made it Required and now I can't save existing records." → Fix: Existing records without a value are flagged. Either fill the value (per-record or via bulk Edit Fields), or remove the Required constraint until you've backfilled.

Related: Manage your contacts and companies | Save a custom view.