Accessing Custom Fields
- Log in to Reevo
- Click Settings ⚙️ in the left sidebar
- In CRM section, select the object you want to configure, e.g.
- 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.
Supported Field Types
| Type | Description | Examples |
|---|---|---|
| Text (single line) | Short free-form text input (max ~255 chars). | Account region, campaign code |
| Text (multi-line) | Longer text input supporting line breaks. | Campaign description |
| Long text | Extended text area for detailed input. | Internal notes, call summaries |
| URL | Validated web link. | Document link |
| Number | Numeric input that can be used for filters or formulas. | Account score |
| Date | Calendar picker for date values. | Signup date, follow-up date |
| Single-select | Dropdown list allowing one predefined choice. | Priority (High / Medium / Low), Lifecycle Stage |
| Multi-select | Dropdown list allowing multiple predefined choices. | Product interests, regions covered |
| Boolean / Checkbox | True/False toggle. | Active account, Nurture contact, NDA signed |
| Amount / Currency | Numeric field formatted as currency. | Average deal size, Annual Revenue |
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.
Troubleshooting / FAQs
Why can't I see the option to add custom fields?
Why can't I see the option to add custom fields?
Only admins can create and manage custom fields.Check with your organization admin if you need this capability.
Can I change a field type after creating it?
Can I change a field type after creating it?
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.
How many custom fields can I create?
How many custom fields can I create?
Do custom fields work with data imports?
Do custom fields work with data imports?
Yes, you can map custom fields during CSV import. The import process will show both standard and custom fields for mapping.
Can I use custom fields in Ask Reevo queries?
Can I use custom fields in Ask Reevo queries?
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.
What happens to custom field data if I delete a field?
What happens to custom field data if I delete a field?
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.
Still have questions? Reach out to our support team here