Create Custom Fields

Tags: Custom Field

If you need to store information that is specific to your business or industry, you'll create custom fields. Custom Fields are located in records. You are able to add up to 150 custom fields per record type. 

Custom fields consist of 

  1. Tab -  Contains a collection of fields that share a common type or purpose.

  2. Headers - The header groups fields within the tab. There may be multiple headers under one tab. 

  3.  Field - Holds information about a contact. There may be multiple fields within one header.  The "Field Name" should be short, descriptive, include at least one alphanumeric character, and be unique. 

How to create a custom field

  1. Go to Admin > Settings

  2. Select a record type from the drop-down list and click on Go

  3. Select Field from the drop-down and click Add

  4. Enter the Field Name and select the Field Type

Warning! Once you save a custom field, you will not be able to change its field type. In the case that the wrong field type is used, you will need to either create a new field or delete the incorrect custom field and restart the creation steps. When you delete a custom field, all data contained in the field will be removed forever. This process cannot be undone!
  1. Click on the Show advanced options to organize this field by tab and header

  2. Tab: Choose a tab from the drop-down list or add a new tab.

  3. Header: Choose a header from the drop-down list or add a new header.

  4. Click on Save this Field

Custom Field Summary - edit, arrange, and delete

The new tab, header, and field are now displayed in the custom field summary

  • Click on Edit to change the tab, header or field names.
  • Click on the arrows to change the order of headers and fields.
  • Click on Delete to completely remove the field from the database.

Warning! When you delete a custom field, all data contained in the field will be removed forever. This process cannot be undone!

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Record Types

Record types are different areas of business within the application.  They indicate where the custom fields are located.  For example, if you create a custom field for an Order Record, you would go to any Order to see the Custom field tab.

  • Reports: Fields can be accessed through search criteria and added as a column for the results. For more information regarding Search reports, click here.

  • Merge Fields: A placeholder used to insert personalized content into a marketing piece such as an email. For example, ~Contact.FirstName~ is a "Merge Field" that inserts the value stored in the First Name field of the contact record into the email. For more information, click here.

  • Automation: Automate actions through web forms, landing pages, internal forms, timers, and appointments. For more information, click here. Only Contact records are available for automate actions. The other records are manually added/updated.

Pro Tip! Click images in the table to view larger.

Record Type


Merge Fields

Automate Actions









Referral Partner 


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