The Groove CRM allows you to create any number of custom fields for both your contacts and your companies. Other than the object you're creating the field for there's no difference in how they work or how it's done, so below you'll find instructions for both contacts and companies combined.

For managing the field categories see Managing Field Categories.

Field Types

There are 7 different types of field. Each will have its own way of editing the values and might be displayed differently, and depending on what you need one might be better suited than the other.

  • Address
    Consists of street address, street address 2, city, state, postal code, and country fields when edited.
  • Date
    Shows as a formatted date, and consists of year, month, and day fields when edited.
  • Dropdown
    Shows as a single line of text, and consists of a customizable set of options when edited.
  • Link
    Shows as a clickable link, and consists of link and text fields when edited.
  • Number
    Shows as a plain number.
  • Single line
    Shows as a single line of text, and is best suited for short text values.
  • Multi line
    Shows as multiple lines of text, and is best suited for larger pieces of text.

Adding a Custom Field

To add a custom field, go to the CRM settings and then to either the Contact fields or Company fields tab. There, look for the category that you want to add the new custom field to, and click the button saying New field. A modal will show up, asking you to fill in a few fields.

  • Field name
    The name of the field that you will see in the sidebar.
  • Field key
    The key for the field, used as an immutable identifier. This can't be edited once the field is created.
  • Field description
    An optional description of the purpose of the field.
  • Category
    The category under which you want to show the field.
  • Type
    The type of the field (see above for more information on that). This can't be edited once the field is created. When selecting "Dropdown", you'll be able to set the dropdown options as well.

Click Create field, and you're all set!

Editing a Custom Field

To edit a custom field, go to the CRM settings and then to either the Contact fields or Company fields tab. There, look for the field that you want to edit, and click on the edit button that shows up on the right side of the field row when hovering over it.

You won't be able to edit the "Field key" and "Type", but the rest can be changed, including the dropdown options if the field is of type "Dropdown".

Deleting a Custom Field

To delete a custom field, go to the CRM settings and then to either the Contact fields or Company fields tab. There, look for the field that you want to delete, and click on the delete button that shows up on the right side of the field row when hovering over it.

Deleted fields will be moved to trash, where they'll stay for a period of 30 days. Until then you can still restore them, but after that they'll be deleted permanently and all data saved under the field will be lost.

Restoring a Custom Field

To restore a deleted field, go to the CRM settings and then to the Trash tab. There, look for the field that you want to restore, and click on the restore button on the right side of the field row.

Permanently Deleting a Custom Field

To permanently delete a custom field, go to the CRM settings and then to the Trash tab. There, look for the field that you want to permanently delete, and click on the delete button on the right side of the field row. A modal will show up for you to confirm this step, and the field won't get permanently deleted until you click Delete field permanently.

Note: All data saved under the field will be lost and can't be recovered.