Creating custom fields

Custom fields in BoldSales allow you to capture additional information that system-defined fields do not cover. They help you tailor BoldSales to your unique workflows and business needs, ensuring that critical data is collected and presented in the right format.

Creating a field

To create a custom field:

• Click Setup from the left sidebar menu.
• Navigate to the module where you want to add the field: Contacts, Companies, Pipelines, Products, or Sales Documents.

For Contacts, Companies, and Products modules, the fields page opens once the module is selected.

• Click + Create Field in the top right.

To create a custom field for all pipelines:

• Go to the All Pipeline Fields tab and then click + Create Field in the top right.

To create a custom field for a specific pipeline:

• Select a pipeline under Manage Pipelines.
• Go to its Fields tab and click Add Field.
• In the Add Existing Fields drawer, click + Create field in the top right.

To create a custom field for all document types:

• Click the All Fields tab and then + Create Field in the top right.

To create a custom field for a specific document type:

• Select a document type under Document Types.
• Open its Fields tab, click Add Field.
• In the Add Existing Fields drawer, click + Create Field in the top right.

Once the Create Field drawer opens, enter the following details.

Field name

The label displayed wherever this field appears, clearly indicating the information it captures.

Display name

The display name is applicable only to the Pipelines and Sales Documents modules, where field reuse is available.

During field reuse, the display name lets you change how the field label appears for each individual pipeline or sales document, while the underlying field remains the same. This helps tailor the label to the specific context without creating duplicate fields.

API name

This name is used to reference the field in the API and other integrations. It cannot be changed after creation.

Description

Provide a brief explanation or context for this field. This helps users understand the purpose of the field. This description can either be shown below the label or as a tooltip based on whether Display description as tooltip option is checked or not.

Instructions

Provide specific directions or format requirements to guide users in entering information correctly and avoiding errors. This will be displayed below the field.

Placeholder text

Provide a short hint about what to enter. This text appears inside the field until the user starts typing.

Field display and editing configurations

This section allows you to control how the field appears and behaves in record creation forms and during inline editing. Below are the available settings explained in detail:

• Show in create form – Check this option to display the field when creating a record using expanded create form (Not quick create form).
• Make this field required – Check this option to make the field mandatory when creating a record.
• Conditional logic – Allows you to set rules that determine the behavior of this field based on values from other fields. Configure conditions to dynamically display this field as optional or mandatory in the create form or during inline editing on the details page, adapting to the editing requirements. To learn more, visit: Understanding conditional logic in fields
• Controlling field (Field dependency) – Allows you to add a master field that controls the behavior of this field, turning it into a dependent field. This dependency allows for configuring the dependent field’s state (visible, required) or the automatic population of values based on the controlling field’s inputs. To learn more, visit: Understanding controlling fields
• Make this field non-editable on the details page – Prevents users from editing the field after creation.

• If you check Show in create form, conditional logic or controlling field cannot be applied to the field.
• For all the modules, controlling field can only be added after creating the field. For pipelines and sales documents, both controlling field and conditional logic can only be added after creating the field.

Field type

Under Field type, choose the data type for the field. This determines its behavior and the type of data it stores. Field type cannot be changed after creation. Below are the available field types.

Single-line text

This field type is used to store short text values such as names and codes, making it ideal for concise data when you need a simple, single-entry format.

Multi-line text

This field type allows you to store longer text entries such as descriptions, supporting multiple lines of text for detailed comments or instructions, and is best suited for capturing comprehensive information that cannot fit in a single line.

Checkbox

This field type is used to store a value that has two possible outcomes, such as yes/no, true/false, enabled/disabled.

Checkbox list

This field type enables users to select multiple options from a predefined list, which is particularly useful when multiple attributes or characteristics can apply simultaneously, such as selecting several services or applicable features.

Radio button

This field type allows users to select only one option from a predefined list, making it ideal for mutually exclusive choices where only one category or status should be selected from a fixed set of options.

Date

This field type stores date-only values by capturing the day, month, and year without time, and is commonly used for recording deadlines, start dates, or any event that requires a specific calendar date.

Date and time

This field type stores both date and time values, making it useful for scheduling or time stamping events such as meetings or delivery schedules where precise timing is critical.

Long number

This field type is designed to store large numeric values such as IDs or reference numbers, handling integers beyond standard limits and ensuring accurate storage of numeric identifiers.

Decimal number

This field type stores fractional numbers and supports decimal points for precision, making it suitable for capturing percentages, measurements, or any data requiring exact numeric representation.

Currency

This field type is used to store monetary values and includes currency formatting for financial data, making it ideal for recording budgets, costs, pricing, or any transaction-related figures.

Single-select dropdown

This field type allows users to select one option from a predefined list, which is best for fixed categories where only one choice is valid, such as selecting a priority level or payment term.

Multi-select dropdown

This field type enables users to select multiple options from a predefined list, making it useful for assigning multiple tags, classifications, or attributes to a single record.

Custom pattern (Regex)

This field type enforces a specific input format using regular expressions, validating data entry against a defined pattern to ensure consistency and compliance.

URL

This field type stores web addresses and accepts valid URLs, making it useful for linking external resources, websites, or reference pages directly within the record.

External reference

This field type is used exclusively during data import to map and store values from external systems (such as external IDs), enabling accurate record matching and synchronization with BoldSales. This field is read-only by default and can be populated only through import if mapped.

Adding options

For Checkbox list, Radio button, Single-select dropdown, and Multi-select dropdown field types, provide the list of options users can select from when entering data in those fields.

• Under Options, click Add Options.
• In the drawer, enter the option values. Use descriptive values that are meaningful and relevant to the field’s use.
• Click Save after adding all options.

After entering all field details and applying your customizations, click Create Field to save the new field.