Custom fields extend PloverCRM’s contact data to capture business-specific information.
Field Types #
- Text & Input: Text, Textarea, Email, URL, Number
- Selection: Select (dropdown), Radio, Checkbox
- Date: Date, Date Time
See Custom Field Types for details.
Creating a Field #
- Navigate to PloverCRM → Custom Fields
- Click Add New Field
Required Settings #
Label: Display name (e.g., “Company Name”, “Job Title”)
Slug: Unique identifier, auto-generated (e.g., company_name)
Type: Field format – cannot be changed after creation
Optional Settings #
Group: Organizes fields into categories
Description: Help text shown below field
Required: Makes field mandatory (use sparingly)
Read-Only: Prevents editing (useful for imported data)
Common Examples #
Business: Company Name (Text), Industry (Select), Annual Revenue (Number), Website (URL)
Lead Tracking: Lead Source (Select), Lead Score (Number), Lead Status (Select), Next Follow-up (Date Time)
Personal: Birthday (Date), Interests (Checkbox), Preferred Contact Method (Radio)
Best Practices #
- Plan first: List needed fields and choose appropriate types
- Start simple: Add essential fields first, expand as needed
- Use clear labels: Descriptive and consistent naming
- Group related fields: Organize into logical categories
- Add help text: Explain purpose and provide examples
- Place important fields first: Drag to reorder in Custom Fields list
- Troubleshooting
Cannot create field: Check Super Admin permissions, verify unique slug
Field not appearing: Refresh page, clear cache, check field permissions
Cannot edit type: Field type is permanent – create new field and migrate data if needed
Last updated: February 3, 2026
