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Add a custom field
Adding a custom field to a list. On People, open Settings and click Add Custom field. Field type lists what you can add: address, currency, dates, emails, links, multi-select, numbers, phones, relation, rich text, select, status, text and true or false. The example builds a Select field named Persona with colour-coded options Decision maker, Champion and Influencer, any of which can be the default, then Create field adds the column. Settings, then Fields, hides a column with the eye. Use it to track extra information.
Transcript
Every business tracks something the default fields don't cover. On People, open Settings and click Add Custom field. Field type lists everything you can add, from A to Z: an address, a currency, dates, emails, links, a multi-select, numbers and phones, a relation to another record, rich text, a select, a status, plain text, and true or false. Pick Select, and name it Persona. Then add the options: Decision maker, Champion and Influencer. Each one gets its own colour, and its menu can make it the default. Click Create field, and Persona is a new column on your list, ready to fill in. And if a column's in the way, open Settings, then Fields, and the eye hides it. Each quarter, Alex asks Claude to add renewal tracking to People. Claude adds two fields and fills 12 dates. Claude, ChatGPT or any assistant you connect to Vetta works on your real workspace, so go field by field, then give it bigger jobs. In Vetta, Renewal date is filled, Deal source empty.
Read the article: Managing fields