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User Guide › MetriCRM

Custom fields

Add your own fields to accounts, contacts and tasks.

For: Admins

Steps

  1. 1Go to Settings → Custom fields and choose Accounts, Contacts or Tasks.
  2. 2Enter the label in English, Bahasa Melayu and 中文. The key is used by imports, the API and automations.
  3. 3Choose the type: text, number, currency, date, select, multi-select, lookup, file and more.
  4. 4Set Required, Never send to AI and Show in list columns as needed.
  5. 5Select Add field. It appears on forms, 360 pages, imports and exports immediately.

Related guides

  • Accounts and contactsCreate customer records, link people to companies and assign account managers.
  • The 360° customer pageEverything about a customer on one page: timeline, notes, tasks and AI summary.
  • Tasks and My workPlan follow-ups with due dates, reminders and repeats.
  • Knowledge base articlesWrite answers once, translate them and publish to your team or customers.

Still need help? Contact support

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