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Accessing Custom Fields

Custom Field Settings
  1. Log in to Reevo
  2. Click Settings ⚙️ in the left sidebar
  3. In CRM section, select the object you want to configure, e.g.
    1. Accounts
    2. Contacts
    3. Opportunities
  4. Under Custom Fields, click Add Field
Each custom field can be defined with a display name, description, and field type. Some field types allow pre-defined options, such as single- or multi-select dropdowns.

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Supported Field Types

Custom Field Settings

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Managing Fields

  • Edit or Rename: Click the ellipsis (…) icon next to an existing field to edit its name, type, or options.
  • Pin: Keep this field visible on the object’s primary details page.
  • Remove: From the same menu, select Delete Field and confirm when prompted.

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Troubleshooting / FAQs

Only admins can create and manage custom fields. Check with your organization admin if you need this capability.
Changing field types after data has been entered may cause data loss or formatting issues. It’s best to plan your field types carefully before use. Contact support if you need to modify an existing field with data.
There is no hard limit on the number of custom fields per object. You can create as many as your organization needs across Contacts, Accounts, and Opportunities. If you run into any issues adding fields, contact support.
Yes, you can map custom fields during CSV import. The import process will show both standard and custom fields for mapping.
Yes, Ask Reevo has full access to custom field data. You can ask questions like “Show me all contacts where Priority Tags includes VIP” or create records with custom field values through conversation.
Deleting a custom field removes it from all records. This action cannot be undone, so make sure you no longer need the data before deleting.
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