Clarify's standard fields cover common CRM data, but every team tracks different things. Custom fields let you extend People, Companies, Deals, Meetings, Tasks, 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.
New fields show up on the record and in list views, not in the record creation modal. The create modal for People, Companies and Deals shows a fixed set of built-in fields, so create the record first and fill in custom fields afterward. Custom objects are the exception - their create modal is built from the object's own fields, so custom fields appear there.
Require unique values
Check Require unique values as you create a field to make Clarify reject a duplicate entry. Use it for external identifiers such as a HubSpot or Salesforce record ID.
Two limits apply. The checkbox appears only on Text, Number, Currency, Multiline text, Date and Single select fields. And it is set at creation only - you cannot add or remove the constraint on a field that already exists, so create a new field if you need to change it.
Add fields to Meetings, Tasks, and other objects
The toolbar flow above covers People, Companies, and Deals. To add fields to Meetings, Tasks, 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 or Tasks
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.
Tasks are settings-only. On a task list the Fields button shows and hides existing columns, but it does not offer Create new field, so the Objects settings page is the only route to a new field on Tasks.
A custom field on Tasks lives in the list, not on the task. Open Tasks in the sidebar, click Fields in the toolbar, and switch the field on to get it as a column. A newly created field usually sits under More fields at the bottom of that panel rather than in the list above it. You can then set values by clicking into the cell, and filter, sort and group on it from the same toolbar.
Opening an individual task shows a fixed set instead - title, status, priority, assignee, due date, the linked record and the description - so a custom field you created will not appear there.
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. Custom objects only, so it is not offered on People, Companies, Deals, Meetings or Tasks. People, Companies and Deals 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, Messages 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
Show amounts in a different currency
Currency fields display US dollars until you change the code. The setting lives on the field rather than on each record, so one change updates every record in the workspace.
Click Fields in the toolbar
Hover over the currency field - Amount on Deals - and click the edit icon
Set Currency code to the code you want, such as GBP or EUR
Click Update
Clear Show decimal places in the same panel to display whole numbers.
ℹ️ Changing the code changes the symbol and formatting, not the stored value - existing amounts are not converted at an exchange rate. There is no workspace-wide default currency, so set the code on each currency field you add. A field also holds one currency for every record: a single Amount field cannot show dollars on one deal and pounds on another.
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 Built-in fields cannot be deleted - close date, stage, email and the rest have no delete option, and most show no edit icon either. Deals are the exception worth knowing: Amount opens the edit panel with its name and type locked, which leaves the currency settings described under Show amounts in a different currency.
Limitations
Field settings are workspace-level - no per-user configuration
Unique values can only be required when a field is created, and not on every field type
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.
Labels is a built-in field on People, Companies and Deals only. Tasks and Meetings do not have it. Use a Multi select field for the same behavior, including colored values.