CONTENT: Custom Fields
Learn how to create and manage custom fields to capture and display information throughout Unificus.
What are Custom Fields?
Custom Fields let you build data collection points tailored to your business. Want to track a Contact’s birthday, relationship status, or preferred color? Custom Fields make it possible. Add them to Kickoff and Update Forms so that when your Company or Contact submits information, it flows directly into their Data Profile. You can also reference these fields using Dynamic Data Placeholders to surface profile data across the platform.
Unificus offers nine Custom Field categories:
- CRM > Target: Visible in a Target’s Profile; stores data for Companies or Contacts alike.
- CRM > Contacts: Linked to your Contacts and displayed on their profile.
- CRM > Company > Public: Associated with Companies; viewable by all Associated Contacts on the Company Dashboard (when data exists).
- CRM > Company > Private: Associated with Companies; viewable only by the Primary Contact on the Company Dashboard (when data exists).
- Organization: Linked to your Organization; accessible via Flyout > Organization Settings.
- Your Staff/Team: Connected to Staff Members; shown when viewing Staff details.
- Work Request: Used in Work Requests; appears as an input field during creation.
- Project: Connected to Projects; displayed within project records.
- Support: Associated with Support Tickets; available in Support Ticket Forms.
You may also apply special Invoice Custom Fields to Invoices. CLICK HERE to learn about Invoice Custom Fields
IMPORTANT: Only CRM > Contacts, CRM > Private Company, CRM > Public Company, Project, and Organization Custom Fields display via Dynamic Data Placeholders.
How do I create Custom Fields?
Go to Flyout Menu > Custom Fields.
Select the Manage Custom Fields tab.
Click + Add Custom Field.
A dialog box opens where you complete the required information.
Field Name: The reference label for your Custom Field, shown on the CRM Dashboard (if applicable). Contacts don’t see this.
CLICK HERE to learn about the CRM Dashboard
Description: The text your Contact sees—typically phrased as a question or instruction for their response.
Usage: Select which platform sections will access this field. See sections below for details.
Type: Determines how people input data. See the following section for more.
Hide Placeholder: Tick this box to prevent the Placeholder from being available for selection elsewhere in Unificus.
When you choose CRM > Contacts or Your Staff/Team under Usage, an option appears to let Contacts or Staff update this information on their Profile Page.
If you select Projects under Usage and File Upload under Type, additional settings appear. You can enable multiple uploads, file previews, and file downloads, then choose whether files are Public or Private. Specify where files go by entering a folder name in the Destination Folder Path field.
For instance, if you set Destination Folder Path to “Blueprints” and that folder doesn’t exist yet, you’ll find uploaded files at Files > Projects folder > your Project folder > new “Blueprints” folder.
How do I manage my Custom Fields?
In the Custom Fields list, click the Options menu.
Edit: Adjust the Custom Field’s settings.
Duplicate: Generate a copy of the Custom Field.
Copy Placeholder: Save the unique Placeholder identifier to your clipboard.
Copy UID: Save the unique Contact UID to your clipboard.
Delete: Permanently remove the Custom Field. Note: This action cannot be reversed.
IMPORTANT: Deleting a Custom Field also removes it from any Form, Portal Page, or other location where it was in use.
What do the Custom Field Types mean?
Here’s how each Custom Field Type displays when used in a Form.
Single-line Text Area: A one-line field for short answers—a word, phrase, or few digits.
Multi-line Text Area: A box-style field suited for longer responses, bullet points, or lists.
Rich Text Area: A box field supporting formatted text: bold, underline, strikethrough, and more.
Email: Accepts input only in valid email format.
Checkbox: A single box prompting a yes/no choice.
Date: Clicking opens a date picker for selection.
Dropdown: Clicking shows a menu of options. You can allow multi-selection too.
Radio Buttons: Displays multiple choice options, each with a radio button. Multi-selection is available.
File Upload: Lets users drag files into a designated area or click to open File Explorer. Multiple uploads can be enabled.
File Upload Custom Fields work with Image Blocks so each Target sees their own uploaded image. Only JPEG, PNG, SVG, GIF, APNG, AVIF, ICO, BMP, and WEBP formats display.
CLICK HERE to learn about Block Editor Block Types
URL: Accepts input only in valid URL format.
TIP: URL Custom Field hyperlink and copy-to-clipboard features are available on the CRM Dashboard when URLs are stored as a URL Custom Field.
Number: Accepts only numeric values.
CLICK HERE to learn about Custom Field Math Operations
Calculating: Only Number-type Custom Field Placeholders are accepted as Data Placeholders. Use {{current_value}} to include the Calculating Custom Field’s current value in your formula. Copy Placeholders via the Custom Field’s options menu. Supported operations: Addition (+), Subtraction (−), Multiplication (*), Division (/). Decimals and parentheses are allowed.
Simple example: {{CustomFieldOne}} + {{CustomFieldTwo}}
Complex example: ({{CustomFieldOne}} * 2) + {{CustomFieldTwo}}
Display Options: Toggle whether to show decimals only when the value is zero, or always.
TIP: Access Placeholders via the options menu for any Custom Field.
Custom Fields for Targets
Target Custom Fields work when your data doesn’t belong specifically to a Company or specifically to a Contact. Use them in workflows that either a Company or Contact might initiate, where you want to gather information via Custom Fields.
Custom Fields for Contacts or Custom Fields for Companies
To view Custom Fields in action for a Contact, navigate to CRM > Contacts.
To view Custom Fields in action for a Company, navigate to CRM > Company.
Click a Contact or Company, or click Options and select View.
Your Custom Fields appear in the Profile Information section. Fields without data display as Not Provided.
To reorder fields or copy a Placeholder, click Manage Profile (upper right corner), then click Quick Data to view, update, and sort the Contact or Company Custom Fields.
CLICK HERE to learn about Dynamic Data Placeholders
Changing how Fields appear while adding a Contact or Company
Custom Fields you create for Contacts and Companies appear during creation (CRM > Contacts > +Add Contact or CRM > Company > + Add Company).
To adjust this, go to CRM > Settings and click the Custom Fields tab in the side menu.
Select the relevant Custom Fields (Contact, Company Public, or Company Private), then choose which are visible and whether they’re required for submission.
Drag the icon next to a field to change its order.
Custom Fields for Your Staff/Team
To see your Custom Fields in action for Staff, navigate to Flyout Menu > Manage Staff.
Click a Staff Member, or click Options and select Edit.
Your Staff Custom Fields appear at the bottom.
Custom Fields in Work Requests
When a Contact creates a Work Request, any Custom Fields you’ve set up for Work Requests display in their form.
To see this in action, go to Projects > Work Requests.
Click +Work Requests.
The field appears in the Work Request Form. You can mark it as “required” during creation to ensure the Contact fills it out.
Custom Fields in Projects
When creating a new Project, you can fill in Project Custom Field details.
Navigate to Projects > Projects and click +Add Project.
Any Project Custom Fields you’ve created appear in the Other Info section.
Custom Fields in Support Tickets
When creating a Support Ticket, you can enter details for Support Custom Fields.
Go to Support and click + to create a new Ticket.
Any Support Custom Fields you’ve created are available to add to the Support Ticket Form.
CLICK HERE to learn about Support Ticket Forms