Clarify's standard fields cover common CRM data, but every team tracks different things. Custom fields let you extend People, Companies, Deals, Meetings, and custom objects to match your process - lead score, contract tier, renewal date, or any data point your workflow depends on. Creating, editing, and deleting a custom field is workspace-level - the field is shared by everyone. Showing, hiding, and reordering fields changes only your current list view.
Create a custom field
Open a People, Companies, or Deals list
Click Fields in the toolbar
Select Create new field at the bottom of the panel
Enter a name and choose a field type
Save
The field is immediately available to add to any list view.
Add fields to Meetings and other objects
The toolbar flow above covers People, Companies, and Deals. To add fields to Meetings - or any other object listed under Settings → Workspace → Objects - use the Objects settings page:
Go to Settings → Workspace → Objects
Select the object - for example, Meetings
Click Add field, enter a name and choose a type, then save
Meetings support the same field types as other objects, including Relationship fields that link a meeting to other records.
Field types
Type | Use for |
Text | Short strings - names, IDs, notes |
Number | Counts, scores, numeric values |
Currency | Revenue, deal values, budgets |
Multiline text | Long-form notes or descriptions |
Date | Deadlines, renewal dates, contract start |
Single select | One-choice dropdown (status, tier, priority) |
Multi select | Multiple tags (regions, product lines, categories) |
Checkbox | Boolean yes/no flags |
Location | Address or geographic data |
Attachments | File uploads on a custom object record. Not offered on People, Companies or Deals - those have a built-in Attachments tab instead. |
Relationship | Links to other records or custom objects |
ℹ️ Attachments on People, Companies and Deals - these records already have an Attachments tab, so there is no Attachments field type to add. Open any record and the tab sits alongside Overview, Emails and Meetings. Files you upload there stay on the record, and email attachments arrive in the same place when Capture email attachments is turned on.
Show, hide, and reorder fields
Click Fields in the toolbar
Drag any field up or down to reorder - this changes your current list view
Click a field name to toggle it on or off
Click More fields to see hidden fields and restore them
Edit a custom field
Click Fields in the toolbar
Hover over the field and click the edit icon that appears
Update the name, type, or options
Click Update
Delete a custom field
Deleting a field removes it from every record, list view, and record layout in the workspace. There is no undo inside Clarify.
If you delete a field by mistake, contact support. Recovery is often possible, though it takes engineering work and is not guaranteed. Relationship fields are the exception and have to be rebuilt from scratch. A restored field returns with its data but not its place in your views - switch it back on under Fields → More fields.
Click Fields in the toolbar
Hover over the field and click the edit icon
Click Delete at the bottom-left of the panel
Confirm: "This can't be undone. This field will be permanently deleted from all views and records."
ℹ️ System fields - close date, stage, email, and other built-in fields - cannot be deleted. No edit or delete icon appears for these.
Limitations
Field settings are workspace-level - no per-user configuration
Any workspace member can add, edit, and delete custom fields. Admin-only field management is not yet available.
Deleted fields cannot be restored from inside the app. Contact support - recovery is often possible but not guaranteed.