What types of custom fields are there?
Custom fields can be used when the information you want to add to Fintesk doesn’t exist as a default field.
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Note: The number of custom fields you can have is determined by the usage limits on your plan, which you can learn more about in this article.
For example, there is no default field for “job title,” but you can include that information using a single option or text type custom field under person (contacts).
Types of custom fields
There are fourteen (at the moment) different types of custom fields, with different kinds of information you can add to your deals, persons, organizations, or products.
| Field name | What it’s for | Common uses |
| Text | Notes, URLs or other text | Secondary email addresses, (short) comments, job titles |
| Large text | Longer notes | Longer comments, descriptions |
| Single option | List of predefined options where only one can be selected (Maximum 500 options) | Category, industry, job title |
| Multiple options | List of predefined options where multiple items can be selected (Maximum 500 options) | Industry, region, competitors, job title, item status |
| Numerical | Numerical data | Priority level, numbered ranking, units requested |
| Monetary | Numerical data prefixed with a currency symbol. | Commission, estimates, costs |
| User | Tag a Fintesk user from your Fintesk account | Previous or secondary deal or contact owners, users related to the larger project |
| Organization | Tag an organization from your Fintesk database. | Related or secondary parties, partner organizations, holding companies |
| Person | Tag a person from your Fintesk database. | Related or secondary person contact |
| Phone | Enter a phone number | Secondary Skype names, secondary phone numbers, primary phone number for linked item (deal, org.) |
| Time | Specific time chosen from a time drop-down. Time format will match your default time zone format. | Delivery time, lunchtime |
| Time Range | Range of time chosen from a time drop-down. Time format will match your default time zone format. | Office hours, best time to contact |
| Date | Specific date chosen from a drop-down calendar | Delivery date, deadlines |
| Date Range | Range of dates chosen from a drop-down calendar | Event dates, completion estimates, holidays |
Things to keep in mind
- User, organization, and person-type custom fields will click through to the item entered in those values.
- Persons in Fintesk already have a default phone field, but a phone-type custom field can be added under other items (organizations, deals, etc.).
- Organizations in Fintesk already have a default address field, but an address-type custom field can be added under other items (deals, persons, etc.)
- When adding a value in a person or organization field, if a contact with that name doesn’t already exist in your account, a new one will be created
- The currency of a monetary field will match your default currency setting unless otherwise specified.