Custom fields let you capture exactly what your team tracks on contacts and accounts. When you add one, the most important decision is the Field type — it controls how the value is entered, validated, and displayed, and it can’t be changed once the field holds data. This guide walks through every type so you can pick the right one with confidence.
Where to choose a field type
Open Custom Fields from your CRM Settings (at /dashboard/settings/custom-fields) and click New Field. In the panel that slides in, the Field type dropdown is where you make this choice.
The available field types
CornerSpot offers twelve field types. Choose the one that matches the kind of data you’re storing:
- Text — A single line of free text, for short values like a job title or account reference.
- Text Area — A multi-line text box, for longer notes or descriptions.
- Number — A plain numeric value, for counts, quantities, or scores.
- Currency — A monetary amount, formatted as money.
- Date — A calendar date, such as a renewal or onboarding date.
- Date & Time — A date together with a specific time of day.
- Yes / No — A simple true-or-false toggle, for a checkbox-style flag.
- Single Select — A drop-down where one option is chosen from a list you define.
- Multi Select — A list where several options can be chosen at once.
- URL — A web address, validated as a link.
- Email — An email address, validated as an email.
- Phone — A phone number.
Single Select and Multi Select
The two select types deserve special attention. When you choose Single Select or Multi Select, an options editor appears so you can define the choices people pick from.
Each choice has two parts:
- Label — The friendly text your team sees in the dropdown (for example, “Gold”).
- Value — The stored value saved behind the scenes (for example,
gold).
Use the Add option button to add as many choices as you need, and drag the handle to reorder them. Single Select limits each record to one choice; Multi Select lets a record hold several.
Choosing well the first time
- The type is permanent: A field’s type can’t be changed after it holds data, so pick the one that fits before you start using it.
- Prefer selects over free text when the answers come from a known set — they keep your data clean and easy to filter and report on.
- Match the format to the data: Use Currency for money, Date or Date & Time for moments in time, and Email, URL, or Phone when you want that value validated.
- Contacts and accounts are separate: A field’s Applies to setting (Contact or Account) is also locked once the field exists, so choose it carefully too.