---
title: "Adding Custom Fields"
slug: "adding-custom-fields"
description: "Learn how to add custom fields in your CRM, including visibility settings and data types, to enhance customer data collection and management with Nexudus."
updated: 2024-08-15T13:50:06Z
published: 2024-08-15T13:50:06Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Custom Fields

You can add {{variable.customfields}} from the **CRM** section of the {{variable.AdminPanel}}.
:::(Info) (Creating your publishable {{variable.customfields}} in your **network** {{variable.location}}  if you manage more than one.)
:::
## Public {{variable.CustomFields_CAPS}}

1. {{snippet.FirstStepProcedure}}

2. {{snippet.CRMCustomFields_Path}}
3. {{snippet.AddCustomField_Step}}
4. Add a **Field name**.

*If you want this {{variable.customfield}} to answer a question, the name of the field should be your question.*

5. Select **Customer (publishable)** as your **Record type**. 
6. Select a **Field data type** based on the information you want to collect. 
7. Select an option in the **Show field in** column based on where you want to add this field. 
8. Click on the **Visibility** tab. 

8. Enable the relevant toggles in **Profile & sign-up forms** based on the forms that should include this field and whether or not you want the field to be required. 


*Leave all toggles disabled if you don't want to include this field in any form.* 

9. {{snippet.Save_Changes}}



You can leave your custom fields in the nameless default section or [add your own custom field groups](/v3/docs/creating-custom-field-categories){target="_blank"}.
 

* * *


##  Internal {{variable.CustomFields_CAPS}}

1. {{snippet.FirstStepProcedure}}

2. {{snippet.CRMCustomFields_Path}}
3. {{snippet.AddCustomField_Step}}
4. Add a **Field name**.

*If you want this {{variable.customfield}} to answer a question, the name of the field should be your question.*

5. Select one of the following options as your **Record type**. 
* *Bookings*
* *Contracts*
* *CRM opportunities*
* *Customers (internal)*
* *{{variable.Assets_CAP}}*
* *{{variable.FloorPlans_CAP}}*
* *Floor plan items*
* *Help desk departments*
* *Help desk messages*
* *Invoices*
* *Locations* 
* *Plans*
* *Products*
* *Proposals*
* *Resources*
* *Teams*
* *Visitors*
6. Select a **Field data type** based on the information you want to collect.

9. {{snippet.Save_Changes}}


You can leave your custom fields in the nameless default section or [add your own custom field groups](/v3/docs/creating-custom-field-categories){target="_blank"}.

## Field Data Types
The available field types are detailed below.

### Date
This field lets you select a date from a pop-up calendar. 

If the field is a public custom field, customers can also select or edit it on the {{variable.MembersPortal}}. 

### Decimal number

This field lets you add any decimal number such as *10.36* or *1520.236*. 

If the field is a public custom field, customers can also select or edit it on the {{variable.MembersPortal}}. 

### Multiple line text

This field lets you add multiple lines of text.

If the field is a public custom field, customers can also select or edit it on the {{variable.MembersPortal}}. 

### Options menu

This field lets you select one or multiple options that you've defined. 

If the field is a public custom field, customers can also select or edit it on the {{variable.MembersPortal}}. 

### Single line text
This field type lets you add a single line of text.

If the field is a public custom field, customers can also select or edit it on the {{variable.MembersPortal}}. 

### Whole number
This field lets you add any whole number such as *165* or *152020256*. 

If the field is a public custom field, customers can also select or edit it on the {{variable.MembersPortal}}. 

### Yes/No
This field lets you select **Yes** or **No** as a field value. 

If the field is a public custom field, customers can also select or edit it on the {{variable.MembersPortal}}.