Custom Fields
Extend the standard data model by adding bespoke fields to any object
The Custom Fields module in InvestGlass allows you to extend the standard data model by adding bespoke fields to any object within the platform. This module ensures that InvestGlass can capture and manage the specific data points unique to your business processes and industry requirements.
What Are Custom Fields?
Custom Fields are user-defined data fields that you add to existing objects (Contacts, Accounts, Contracts, etc.) to capture information beyond the standard field set. They support various data types including text, numbers, dates, picklists, checkboxes, and lookup relationships. Custom fields appear alongside standard fields on record pages and can be used in filters, reports, and automations.
How to Access Custom Fields
- Log in to your InvestGlass instance.
2. Navigate to the left-hand sidebar menu.
3. Click on Custom Fields to manage field definitions.
4. Alternatively, access through My Account > Company > Custom Fields.
Key Features
| Feature | Description |
|---|---|
| Multiple Data Types | Text, number, date, picklist, multi-select, checkbox, lookup, formula, and more |
| Object Assignment | Add fields to Contacts, Accounts, Contracts, or any CRM object |
| Validation Rules | Enforce data quality with required fields, format validation, and value ranges |
| Conditional Visibility | Show or hide fields based on other field values or user roles |
| Default Values | Set automatic default values for new records |
| Field Dependencies | Create dependent picklists that change based on parent field selection |
Creating a Custom Field
- Navigate to Custom Fields from the sidebar.
2. Select the object you want to add the field to (e.g., Contacts).
3. Click + New Field to create a new custom field.
4. Choose the field type (text, number, picklist, etc.).
5. Enter the field label and API name.
6. Configure field properties: required, unique, default value.
7. Set visibility rules and page placement.
8. Save the field.
Field Types Explained
Text fields store free-form text. Number fields store numeric values with optional decimal places. Date fields capture calendar dates. Picklist fields provide a dropdown of predefined options. Checkbox fields store boolean true/false values. Lookup fields create relationships between objects.
Best Practices
Plan your custom field architecture before implementation. Use consistent naming conventions with clear prefixes or suffixes. Avoid creating redundant fields that duplicate existing data. Regularly audit custom fields to remove unused ones and maintain system performance.
Related Modules
Custom Fields are used across all modules in InvestGlass, including Contacts, Accounts, Forms, Reporting, Automation, and Import/Export. They form the foundation of your customised data model.
Updated about 2 hours ago