# How to add custom fields to contacts in Stacks — Stacks Features

> Add your own custom fields to contacts in Stacks — text, number, date, dropdown, checkbox or currency. Set them up in Settings in seconds. Unlimited and free on every plan.

Markdown version of https://stackscrm.com/features/add-custom-fields-to-contacts — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt

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#### Getting started

- [Create your account](https://stackscrm.com/features/create-account-set-up-workspace)
- [Invite your team](https://stackscrm.com/features/invite-team-set-roles)
- [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour)

#### CRM

- [Import your contacts](https://stackscrm.com/features/import-contacts)
- [Add a contact](https://stackscrm.com/features/add-contact)
- [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags)
- [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline)
- [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts)
- [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form)
- [Export your contacts](https://stackscrm.com/features/export-contacts)

#### Email marketing

- [Send a campaign](https://stackscrm.com/features/send-email-campaign)
- [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence)
- [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms)

#### Reviews

- [Request a review](https://stackscrm.com/features/request-customer-reviews)
- [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai)
- [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget)

#### Invoicing

- [Create an invoice](https://stackscrm.com/features/create-and-send-invoice)
- [Send an estimate](https://stackscrm.com/features/send-estimate-quote)
- [Get paid online](https://stackscrm.com/features/payment-links)
- [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices)
- [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit)
- [Projects & billable time](https://stackscrm.com/features/bill-project-time)
- [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions)

#### Scheduling

- [Set your availability](https://stackscrm.com/features/set-availability-take-bookings)
- [Create an appointment type](https://stackscrm.com/features/create-appointment-type)
- [Share your booking link](https://stackscrm.com/features/share-embed-booking-link)

#### Support

- [Manage support tickets](https://stackscrm.com/features/manage-support-tickets)

#### Tasks & time

- [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks)
- [Track & bill time](https://stackscrm.com/features/track-and-bill-time)

#### AI & automation

- [Turn on AI](https://stackscrm.com/features/turn-on-ai)
- [Build an automation](https://stackscrm.com/features/build-an-automation)

#### Connecting your tools

- [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments)
- [Connect email provider](https://stackscrm.com/features/connect-email-provider)
- [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms)
- [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile)
- [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc)

#### Workspace and additional guides

- [Review agent approvals](https://stackscrm.com/features/review-agent-approvals)
- [Manage companies](https://stackscrm.com/features/manage-companies)
- [Import from another CRM](https://stackscrm.com/features/import-crm-records)
- [Manage email templates](https://stackscrm.com/features/manage-email-templates)
- [Manage appointments](https://stackscrm.com/features/manage-appointments)
- [Set up standing appointments](https://stackscrm.com/features/recurring-appointments)
- [Review feedback reports](https://stackscrm.com/features/review-feedback-reports)
- [Create review story images](https://stackscrm.com/features/manage-review-stories)
- [Configure customer reviews](https://stackscrm.com/features/configure-reviews)
- [Manage workspace settings](https://stackscrm.com/features/workspace-settings)
- [Manage the product catalog](https://stackscrm.com/features/manage-products)
- [Configure email alerts](https://stackscrm.com/features/configure-email-alerts)
- [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access)
- [Read API activity](https://stackscrm.com/features/api-activity)
- [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks)
- [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits)
- [Read workspace activity](https://stackscrm.com/features/workspace-activity)
- [Request help from Stacks](https://stackscrm.com/features/request-platform-help)
- [Triage platform requests](https://stackscrm.com/features/platform-request-triage)

[Features](https://stackscrm.com/features) › [CRM](https://stackscrm.com/features#crm) › **Add custom fields to contacts**

# How to add custom fields to contacts

CRM · about 2 min · updated Aug 2026

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.

💡

Custom fields and manual import mappings are free. Optional AI column matching uses workspace credits.

## 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

What field types can I create?

Text, Number, Date, Dropdown (pick one from a list you define), Checkbox (a yes/no toggle) and Currency. For a dropdown you set your own options, one per line.

Can I add custom fields to companies and deals too?

Yes. The same **Settings → Custom Fields** screen lets you attach fields to Contacts, Companies or Deals — just change **Applies To**. Each record type keeps its own separate set of fields.

Can I edit a field after I create it?

There's no in-place editor yet. To change a field's label, type or options, delete it and add a new one. Because deleting also clears the values stored in that field, Stacks asks you to confirm first.

Was this helpful?

## Related articles

[Import your contacts →](https://stackscrm.com/features/import-contacts) [Add a contact manually →](https://stackscrm.com/features/add-contact) [Organize contacts with tags →](https://stackscrm.com/features/organize-contacts-with-tags) [Export your contacts →](https://stackscrm.com/features/export-contacts)

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