How it works

• Field types - Choose from Text, Date, Number/Currency, Select/Multi-select, Status, User, Record relationships, Phone, Location, Checkbox, and Rating fields.

• Creating fields - Click the "+" button at the table's right edge, select "Create new field," choose type and name, then optionally add descriptions or defaults.

• AI-powered fields - Certain fields like City, LinkedIn URL, and Job Title auto-populate using email signatures, social profiles, and interaction data.

• Field management - Access field settings through the ⚙️ button to edit names/types, reorder by dragging, hide unused fields, or set default values.

• System fields - Core fields like "Created by" and "Last contacted" cannot be deleted but can be hidden from view if not needed.

• Edit from records - Click into any record's Overview section to directly edit field values and see who created or last updated each field.

• Field visibility - Fields appear in both table views as columns and in the record sidebar for easy access and editing.

Tips

• Use descriptive field names that clearly indicate what data should be entered

•  Set default values for commonly used fields to save time during data entry

•  Hide rather than delete system fields you don't use to declutter your views 

• Leverage AI-powered fields to reduce manual data entry work

FAQ

Q: Can I delete system fields? A: No, but you can hide them from view. System fields like "Created by" are permanent.

Q: Do AI-filled fields update automatically? A: They populate once. If you manually edit them, your value stays unless cleared.

Q: How many custom fields can I create? A: There's no specific limit on fields, but consider performance with excessive fields.