Add Custom Fields

Purpose: This article provides step-by-step instructions for adding a custom field to records in Kizen, whether for Contacts, Companies, or other Custom Objects. It helps users customize their data fields to better capture and organize information relevant to their specific need

If you are adding a Custom Field to any other Custom Object, please setup the Custom Object first. More information on Standard Custom Objects and Workflow/Pipeline Custom Objects are in these articles.

If you are adding a Custom Field to the Contact or Companies Record, follow the steps below:

1. Navigate to Settings from the top menu bar

2. Click Customize Fields

3. Navigate to the Custom Object you would like to relate the Custom Field to

4. Find the appropriate category, click Add New Field

5. Enter the Field Name 

6. Choose the Field Type 

Note: Based on the chosen field type, additional settings may need to be configured in the pop-up

7. Click Save

Other Custom Field Actions

• Edit a Custom Field
• Delete a Custom Field
• Hide a Custom Field
• Reorder Custom Fields