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What types of custom fields are there?

There are sixteen different types of custom field:

  • Text - Up to 255 characters
    • Useful for: Billing addresses, email addresses, (short) comments
  • Autocomplete - Up to 255 characters, autofills based on previous input
    • Useful for: Custom options (e.g. tagging), email addresses.
  • Large text - Longer notes
    • Useful for: Comments, descriptions
  • Numerical - Numerical data only
    • Useful for: Commission, priority level
  • Monetary - Numerical data prefixed with a currency symbol
    • Useful for: Commission, amounts
  • Multiple options - List of predefined options where multiple can be selected
    • Useful for: Industry, region, competitors
  • Single option - List of predefined options where only one can be selected
    • Useful for: Lead type, category, industry
  • User - Tag a Pipedrive user from your Pipedrive account*
    • Useful for: Previous deal owners, other contacts within your company.
  • Organization - Allows for tagging an additional organization from your Pipedrive database*
    • Useful for: Related parties, partner organizations
  • PersonAllows for tagging an additional person from your Pipedrive database*
    • Useful for: Related parties.
  • Phone - Allows for a phone number of a Skype user name to be entered with click to call functionality if enabled
    • Useful for: Skype names, phone numbers
  • Time - Used to store time using a time picker
    • Useful for: Delivery time, lunch time
  • Time range - Used to store a time range using a time picker
    • Useful for: Office hours, best time to contact
  • Date - Used to store dates from a date picker
    • Useful for: Delivery date, deadlines
  • Date rangeUsed to store a date range from a date picker
    • Useful for: Event dates, completion estimates
  • Address - Full addresses stored using autocomplete from Google maps
    • Useful for: Event places, office locations (when separate from business address) 

 

*Doesn't link the item with the User, Person, or Organization for statistics or any other form of ownership or relation, but can be use for filtering.