Custom Fields and Forms allow you to customise your CRM so you're able to capture, view, segment and report on the data that's relevant to your organisation. They are used throughout your CRM across Contacts, Activity and Records.

You can view the custom fields set up for a specific data-type, add new custom fields or edit existing ones within Tools & Settings in GoodCRM.

1. Choose Tools & Settings from the top-right menu

2. Navigate to Custom Fields

3. Select the data type from the top-left switcher, for example, if you'd like to add a custom field for Organisations, select that here. People will be selected by default.

4. The custom fields for this data type are then listed

The Custom fields section will be empty until you add your first custom field. But the Core Fields section will show any existing fields initially installed with your CRM.

To add a new custom field, navigate to the relevant custom fields section.

1. Click on the Add field button

2. Choose the type of field you wish to add, such as Short text

3. Set the label and other custom field settings for your new field

Click save to create your new custom field.

To edit a custom field, navigate to the relevant custom fields section.

1. Find the custom field (or core field) you wish to edit on the list, and click Edit

2. Make any changes you wish to make and click Save

When we populate custom fields and view them, on a person's profile for instance, or on a Record Form response, the data displays by default in the order a field was added to the system. It is possible to change this order, by re-ordering our custom fields.

Here is an example of data displaying on a person's profile in GoodCRM:

We can see three fields listed in the display:

To change custom field order, navigate to the relevant custom fields section.

Grab and hold custom fields to re-order them

The top-three fields are now:

We can see this reflected on the person's profile: