Custom Fields
Add custom data fields to leads, tasks, projects, and contacts — adapt Tickmark to your unique business processes.
Supported Field Types
| Type | Description |
|---|---|
| Text | Single-line text input |
| Textarea | Multi-line text |
| Number | Numeric value |
| Decimal | Decimal number |
| Currency | Monetary value with currency symbol |
| Date | Date picker |
| DateTime | Date and time picker |
| Dropdown | Single-select from predefined options |
| Multi-Select | Multiple selections from predefined options |
| Checkbox | True/false toggle |
| Email address with validation | |
| Phone | Phone number |
| URL | Website URL with validation |
| File | File attachment |
Creating a Custom Field
- Navigate to Settings → Custom Fields
- Select the entity type (Lead, Task, Project, Contact)
- Click “Add Field”
- Choose the field type
- Enter the field name and configure options:
- Required — Whether the field must be filled
- Default value — Pre-filled value for new records
- Options — For dropdown and multi-select, define the choices
- Save
Using Custom Fields
Custom fields appear on the entity’s detail page and creation form. They:
- Are filterable — Use custom fields as filter criteria in list views
- Are sortable — Sort by custom field values
- Are included in CSV exports
Custom fields are workspace-wide. Any field you create applies to all records of that entity type.
Managing Custom Fields
- Reorder — Drag to change the display order
- Edit — Update field name, options, or settings
- Delete — Remove a field (existing data for that field is also removed)
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