Custom Fields FAQ
Last Updated: 2026-01-15
Find answers to frequently asked questions about Custom Fields. Can't find your answer? Contact support@custojo.com.
Quick Answers
| Question | Quick Answer |
|---|---|
| What are Custom Fields? | Add extra fields to forms across Custojo modules |
| Who can use it? | Company/Workspace users with CustomField module enabled |
| How do I access it? | Settings → Custom Field |
| Is it included in my plan? | Pro and Enterprise plans |
General Questions
Q: What are Custom Fields?
A: Custom Fields is an enhancement feature that lets you add additional fields to existing forms throughout Custojo. You can collect extra information specific to your workflow without modifying core functionality.
Q: Which modules support Custom Fields?
A: Custom Fields works with 20+ modules including:
- Sales (Accounts, Contacts, Opportunities, Quotes, Orders, Invoices, Cases)
- Contract
- HRM (Employees)
- Projects (Projects, Tasks, Bugs)
- Assets
- And many more
Q: How do I access Custom Fields?
A:
- Log in to your dashboard
- Go to Settings → Custom Field
- Or navigate directly to
/custom-field
Field Type Questions
Q: What field types are available?
A: You can choose from 9 field types:
- Text — Single-line text
- Email — Email address
- Number — Numeric value
- Date — Date picker
- Textarea — Multi-line text
- Attachment — File upload
- Dropdown — Select one option
- Checkbox — Select multiple options
- Radio — Select one from multiple choices
Q: How do I add options to a dropdown field?
A:
- When creating a dropdown, checkbox, or radio field
- Enter options in the "Options" field (one per line or comma-separated)
- Example: Small, Medium, Large
- Save the field
Usage Questions
Q: Where do custom fields appear?
A: Custom fields appear automatically in the create and edit forms for the selected module. For example, if you create a custom field for "Sales-Account", it will appear when creating or editing Sales Accounts.
Q: Can I make a custom field required?
A: Yes! When creating or editing a custom field, you can set it as "Required" or "Optional". Required fields must be filled before saving the form.
Q: Can I reorder custom fields?
A: Yes! You can change the display order of custom fields in the Custom Fields list page. Reorder them to match your preferred workflow.
Q: Can I disable a custom field without deleting it?
A: Yes! You can enable/disable custom fields per workspace. Disabled fields won't appear in forms but can be re-enabled later.
Troubleshooting
Q: Why don't I see my custom field in the form?
A: Check:
- The field is enabled for your workspace
- You selected the correct module and sub-module
- You're creating/editing the right type of record
- Refresh the page
Q: Can I use custom fields in multiple modules?
A: Each custom field is created for a specific module and sub-module. To add the same field to multiple modules, create separate custom fields for each module.
Billing & Plans
Q: Is Custom Fields included in my plan?
A: Custom Fields is included in:
- ✓ Pro Plan
- ✓ Enterprise Plan
- ✗ Not included in Free Plan
Still Have Questions?
| Channel | How to Reach Us |
|---|---|
| support@custojo.com | |
| Live Chat | Click the chat icon in your dashboard |
| Help Center | docs.custojo.com |
Related Resources
- 🚀 Getting Started with Custom Fields — New user guide
- 🔧 Custom Fields Features — Full feature list
Was this helpful? Let us know at support@custojo.com