CRM custom fields: extra boxes for the details you track

Add boxes to leads, customers, invoices or any other section for dates, drop-down lists, files or a name picked from your staff list. Details stop getting lost in the notes box.

Extra fields in CIPHER CRM
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Custom fields in CIPHER CRM are extra boxes you add yourself to leads, customers, 🧾 invoices or any section.

A box can hold text, a number, an amount of money, a date, a drop-down list, a yes or no choice, a staff member, a file with a preview or a table with a row for each item.

Each box only takes the right kind of entry, so details go in the same way every time. 192+ businesses run CIPHER CRM across 🏭 31 industries, with 92 built-in features, a ⭐️ 4.8/5 average rating and ⏱️ 99.9% uptime.

Most teams are live in 1-3 days.

Definition

What are custom fields in a CRM?

CRM custom fields are extra fields you add to a record so it holds the details your business needs, beyond the standard ones. In CIPHER CRM you choose the field type, such as a date, a dropdown or a file upload, pick the module it belongs to and add it, all without writing code.

CIPHER CRM lets you add custom fields of any type to any module, with no coding. The field-type library is broad: text and long text, number, currency amount, date, date and time, single-select dropdown, multi-select, a yes/no toggle, a real staff-member picker, file upload with thumbnail previews, and a nested repeating sub-table for line-item-style data. That last one matters for trades that record several rows of detail on one record, such as the rooms in a property or the machines a customer owns. Built-in validation checks entries as they go in, so each field holds the kind of data it was made for. Because fields work on any module, a lead, customer, task or invoice can each carry what your business needs to know. The same field types are used to build custom tabs. CIPHER CRM is made by CIPHER Craft Pvt. Ltd. and covers 31 industries.

Extra fields in CIPHER CRM
The problem

What happens without extra fields

The CRM has no place for the one detail your trade always asks about, so it ends up buried in the notes box.

Important facts sit in free text, so nobody can pick from a list or rely on them being filled in the same way.

You need to know which staff member handled something, and people type the name in five different spellings.

Photos and files for a record live in someone's downloads folder instead of on the record itself.

Adding one new field to your old tool meant paying a developer and waiting weeks.

What slips without Extra fields
Capabilities

What you can do with extra fields

  • Any type, any module

    Add a custom field to any module in CIPHER CRM and choose the type that fits the data, with no coding.

  • The right field for the job

    Pick from text, long text, number, currency amount, date, date and time, single-select, multi-select and yes/no.

  • A real staff picker

    Choose a teammate from a list instead of typing a name, so the same person is always recorded the same way.

  • File uploads with previews

    File upload fields show thumbnail previews, so you can see what was added without opening it.

    crm file attachments
  • Repeating sub-tables

    Add a nested table of rows for line-item-style data, such as several measurements or parts on one record.

  • Validation built in

    Entries are checked as they go in, so each field keeps the kind of data you set it up for.

Why CIPHER

Why extra fields are better in CIPHER

Most CRMs give you a few text boxes and call it customization. We give you a proper field library.

  • Structured, not free text

    Dropdowns, toggles, dates and a staff picker mean details are recorded the same way every time.

  • Sub-tables most tools skip

    A repeating sub-table lets one record hold rows of detail without a workaround.

  • Every module

    Fields are not limited to leads. Any module can carry them.

  • No code

    You add fields yourself, the day you need them.

How it works

How extra fields work in CIPHER CRM

  1. Choose the module

    Pick where the field belongs, such as leads, customers or invoices.

  2. Pick a field type

    Choose from text, number, currency, date, dropdown, toggle, staff picker, file upload or sub-table.

  3. Name it and add choices

    Give the field a clear name and, for a dropdown, add the options people can pick.

  4. Start filling it in

    The field appears on records in that module, with validation checking each entry.

Compare

Extra fields: CIPHER CRM vs spreadsheet vs generic CRM

What mattersCIPHER CRMSpreadsheet / manualGeneric CRM
Adding a new field Any type, any module, no code Add a column Often limited types or a paid tier
Field types Text, numbers, currency, dates, dropdowns, toggles, staff picker, files, sub-tables Whatever you type in a cell Usually basic types
Picking a staff member A real staff picker Type a name Often free text
Rows of detail on one record Nested repeating sub-table Extra sheets and lookups Rarely offered
Keeping data clean Built-in validation Only if you set rules yourself Varies
Extra fields

See extra fields in action

Add a box for any detail you need on customers, leads or invoices, like a date, a photo or a drop-down list. What your trade needs to know gets its own field instead of a line in the notes.

Why it's worth it

What extra fields change for your business

See how CIPHER CRM solves this

Every detail has a home

What your trade needs to know gets its own field instead of a line in the notes.

Cleaner data

Dropdowns, pickers and validation mean entries look the same from one record to the next.

Less paperwork on the side

Files and repeating rows live on the record, not in folders or extra sheets.

Change without waiting

Need a new field next month? Add it yourself the same day.

Ready when you are

See extra fields on your own data

Proof

Teams that switched to CIPHER

Our quotes used to take days and follow-ups just fell through the cracks. Now every lead has someone on it and a clear next step. We are closing a lot more than we did.
Rahul Mehta
Rahul Mehta Director, Logistics firm - Ahmedabad
I thought moving would take months. We were up and running in two days. I get back about two hours a day that used to go into updating sheets.
Priya Nair
Priya Nair Operations Head, Healthcare clinic chain - Kochi
Because it was set up for property from the start, we were not fighting the software. My managers finally trust the numbers on the screen.
Amit Shah
Amit Shah Founder, Real-estate agency - Surat

Extra fields frequently asked questions

FAQ

Extra fields - your questions answered

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Can I add custom fields in CIPHER CRM?

Yes. CIPHER CRM lets you add custom fields of any type to any module, without coding. You pick the module, choose the field type and name it, and it appears on the records in that module, with built-in validation checking what goes in.

What field types are available?

You can choose text, long text, number, currency amount, date, date and time, single-select dropdown, multi-select, yes/no toggle, a staff-member picker, file upload with thumbnail previews, and a nested repeating sub-table for line-item-style data. That range lets you match each field to the kind of detail it holds.

What is a repeating sub-table field?

It is a small table inside a record where you add rows, each with the same columns. It suits line-item-style data, such as rooms in a property, parts on a machine or items in a sample kit, all kept together on the one record instead of in a separate file.

Which modules can have custom fields?

Any module. Custom fields in CIPHER CRM are not limited to leads or customers. You can add them wherever your business needs extra detail, and contacts can carry custom fields too, so each person on a lead or customer holds their own extra information.

How does validation work on custom fields?

CIPHER CRM has built-in validation, so each field checks what is entered against its type. A number field expects a number and a date field expects a date, which keeps your records consistent without anyone having to tidy them up afterwards.

Do I need a developer to add fields?

No. You add a custom field from inside CIPHER CRM, with no coding. That means you can add a field the day a new need comes up, instead of waiting on a developer or a change request, and your records keep pace with how the business works now.

Are custom fields included in every plan?

Yes. Custom fields, with the full field-type library and built-in validation, come with CIPHER CRM in every plan, because every feature is included in every plan. There is nothing extra to buy before you start adding the details your trade needs.

Glossary

Extra fields terms, defined

  • Custom field

    A field you add to a record yourself, so it holds a detail the standard record does not.

  • Field type

    The kind of data a field holds, such as text, a number, a date or a file.

  • Sub-table

    A small table inside one record with rows you can keep adding, for line-item-style detail.

  • Validation

    Checks that stop the wrong kind of entry going into a field.

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