Custom Fields let you extend HiveCRM’s forms with your own metadata, per module, without writing code.
How to Open Custom Fields #
Go to Hive CRM → Settings → Custom Fields.
Choose a Module #
Custom fields are configured separately for each module:
- Leads
- Deals
- Contacts
- Organizations
- Projects
- Tasks
- Tickets
- Estimates & Invoices
Use the module selector at the top of the screen to choose which one you’re editing.
Field Types #
When adding a custom field, choose the type that matches the data you’re collecting:
- Single Line Text
- Multi-line Text
- Numeric
- Dropdown Select
- Radio Buttons
- Checkbox List
- Date Picker
- Website URL
- Email Address
- Phone Number
Add a Custom Field #
- Select the module the field belongs to.
- Enter a Label, choose a Type, and optionally a description and placeholder text.
- For Dropdown Select, Radio Buttons, or Checkbox List, enter the available options.
- Toggle Required if the field must be filled in.
- Click Add Field.
Reorder Fields #
Drag a field into a new position in the list to change the order it appears in on the record’s form.
Edit or Remove a Field #
Click a field to edit its label, type, or options. Use the delete action to remove a field you no longer need — this does not delete data already saved on existing records, but the field will no longer appear on forms.
