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How To Create Global Custom Fields

Written by Jenna Notarfrancesco

Custom fields are defined first globally in the Account Settings. You can create new custom fields through Account Settings then add them to:

To create global custom fields, follow the steps below:

Example for Adding Contact Custom Fields

Step 1: Select Account Settings (gear icon) >> Custom Fields. Use the dropdown to select the resource type >> Create Custom Field.

Step 2: Edit your custom field settings and Save.

Step 3: Select the CRM >> Settings >> Contact Fields >> Create Custom Field to add the custom field to the Contact Record settings.

Step 4: Enter the Field Type and Label to match the global custom field identically. Edit additional field settings and Save.

Pro tip: Copy the global custom field label name and paste it into the settings label field to ensure accuracy.

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