Add a Custom Field

Add a Custom Field

Every business tracks different data. HARi CRM lets you add custom fields to any entity so you can capture exactly the information your team needs.

Supported Field Types

HARi supports these field types:

• Text — Single-line text (names, short descriptions)
• Textarea — Multi-line text (notes, comments)
• Integer — Whole numbers (quantity, count)
• Decimal — Numbers with decimal places (price, percentage)
• Currency — Money values with currency symbol
• Date — A calendar date
• DateTime — Date and time combined
• Boolean — Yes/No toggle
• Option Set — A dropdown with predefined choices
• Lookup — A reference to another entity’s record
• Email — Email address with validation
• Phone — Phone number
• URL — Web address with validation

Adding a Field

1. Go to Settings > Entities
2. Select the entity you want to add a field to (e.g. Contact, Company, or any custom entity)
3. Click the Fields tab
4. Click New Field
5. Configure the field:
   • Label: The name users will see (e.g. “LinkedIn Profile”)
   • Name: Auto-generated from the label (used internally, cannot be changed later)
   • Type: Select from the list above
   • Required: Toggle on if this field must be filled in
   • Default Value: Optionally set a default
6. Click Save

The field is now available on the entity’s form and can be used in views, filters, workflows, and reports.

Configuring an Option Set

If you choose the Option Set type:

1. After selecting the type, click Add Option
2. Enter each option value (e.g. for a “Priority” field: “Low”, “Medium”, “High”, “Critical”)
3. Set the display order by dragging options
4. Optionally, set a default option
5. Save

Field Placement on the Form

After creating a field, you may want to position it on the record form:

1. Go to the entity’s Form tab in Settings
2. Drag the new field to the desired position within a tab and section
3. Save the form layout

Tips

• Use descriptive labels — “Annual Revenue” is clearer than “Revenue”
• Use the right type — Do not use Text for data that should be a number or date. Correct types enable filtering, sorting, and calculations.
• Required fields sparingly — Only mark fields as required if they are truly essential. Too many required fields slow down data entry.

Next Steps

• Customize Form Layout to arrange your new field on the form
• Create a Custom Entity if you need an entirely new entity type
• Create a Saved View to add your new field as a column in a view