How to add custom fields to contacts

Every business tracks something the standard fields don't cover — an account number, a referral source, a renewal date, a T-shirt size. In Stacks you can add your own custom fields to contacts in a few seconds. Once you create one, it shows up on every contact's form and detail page automatically. It's unlimited and free.

Before you start

• Custom fields are managed under Settings, which is admin-only — you'll need an account with admin access to add or remove them.
• They're unlimited and free on every plan. There's no cap and no upgrade to unlock them.
• You can attach fields to Contacts, Companies or Deals from the same screen — this guide walks through Contacts.

Step by step

1. Open Settings, then Custom Fields. In the left menu, go to Settings and open Custom Fields. You'll see an Add a Field form at the top, and your existing fields listed below, grouped by record type (Contacts, Companies, Deals).
2. Choose what it applies to. Set Applies To to Contacts. (The same form can add fields to Companies or Deals — each record type keeps its own set.)
3. Name it and pick a type. Enter a Field Label — for example Account Number (up to 100 characters) — and choose a Type: Text, Number, Date, Dropdown, Checkbox or Currency.
4. Add options or make it required. If you chose Dropdown, a Dropdown Options box appears — type your choices one per line (a dropdown needs at least one). Tick Required field if it must be filled in whenever a contact is saved — that toggle is always optional.
5. Click Add Field. Your field is saved right away. It now appears in a Custom Fields section on every contact's add and edit form — and on the contact's detail page as soon as it has a value.

Field types you can create

• Text — any short line of text (names, IDs, notes).
• Number — plain numeric values.
• Currency — a money amount, shown with two decimals on the detail page.
• Date — a calendar date picker.
• Dropdown — a pick-one list you define, one option per line.
• Checkbox — a simple yes/no toggle.

Good to know

• Where it shows up. Every field appears on the contact's add/edit form. On the detail page, the Custom Fields card only lists fields that actually have a value, so empty ones don't clutter the view.
• Blank clears it. On the edit form, clearing a custom field's value and saving removes that value from the contact.
• No in-place editing yet. To change a field's label, type or dropdown options, delete it and create a new one. Deleting a field also removes every value saved in it, so you're asked to confirm first.
• Fields are per record type. A field you add to Contacts isn't automatically on Companies or Deals — add it separately for each.
• Works with CSV import. When you import contacts from a CSV, you can map a column onto an existing custom field, or create a brand-new text field straight from the importer. Imported values are additive — a blank cell won't wipe an existing value.

Frequently asked