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Settings: Custom Fields – BizStackPro Help

Custom Fields

Q: Can I change the type of a custom field after creating it?

No. Once a custom field is created, its field type cannot be changed. To use a different field type, you must delete the existing custom field and create a new one with the desired type.

Q: How do I add custom fields to forms or surveys?

Open the Form Builder or Survey Builder and drag the desired custom field from the Custom Fields section into your layout. Then configure label, placeholder, and required options as needed.

Q: How can I organize custom fields effectively?

Use folders (groups) to categorize related fields, then reorder them via drag-and-drop so your most important fields appear first under Additional Info in the contact profile.

Q: Can I create custom fields directly in the Form or Survey Builder?

Yes. You can create new custom fields while building forms or surveys, but permanent edits and deletions must be managed from Settings → Custom Fields.

Create and organize Custom Fields so you can store detailed, contact-specific information and reuse it across forms, surveys, workflows, and more inside BizStackPro.

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Organizing Contact Data Beyond Standard CRM Fields

Standard contact fields rarely capture everything a business needs, especially when onboarding clients, qualifying leads, collecting intake details, or tracking industry-specific information.

Custom Fields allow BizStackPro users to create additional contact data fields that can be reused across forms, surveys, contact records, workflows, and automation systems.

Poorly planned field structures can create disorganized records, inconsistent automation behavior, duplicate data collection, and confusion as the CRM grows over time.

This guide explains how to create, organize, and manage Custom Fields, choose appropriate field types, structure folders, and use contact data effectively throughout BizStackPro.

Before creating new fields, it helps to understand how Custom Fields function across forms, workflows, and contact records inside the platform.

Overview

Custom Fields let you go beyond standard contact fields by storing any extra details you need—preferences, qualifiers, account details, or niche-specific data. Once created, Custom Fields become available across multiple features, so you can reuse them consistently in forms, surveys, and workflows.

Good to know: Plan your folder structure early (for example: Lead Intake, Qualification, Billing, Onboarding) so your contact records stay easy to scan as your field count grows.

Step 1: Create Custom Fields

Create Custom Fields from your settings so they’re available everywhere you need them.

Open Settings: Click Settings in the left navigation.
Go to Custom Fields: Select Custom Fields from the Settings menu.
View all fields: If needed, click All Fields.
Add a new field: Click Add Field and configure the details.

Important: Once you create a Custom Field, you cannot change its field type. If you need a different type later (for example, Text → Dropdown), you’ll need to create a new field and retire the old one.

Common Field Types You Can Use

When you add a Custom Field, choose the type that matches how you’ll collect and use the data.

Text (single line): quick answers
Text (multi-line): notes or longer responses
Number / Monetary: budgets, totals, quotes
Phone: additional phone numbers
Date: appointment dates, renewal dates
Checkbox: multiple selections
Radio / Single-select: one selection

Multi-select dropdown: multiple selections in a compact UI
File upload: PDFs/images (depending on allowed formats)
Signature: approvals or agreements
Textbox list: multiple entries (when available)
Required toggle: enforce completion on forms/surveys
Placeholder text: guide the user’s input

Naming tip: Use a consistent naming pattern (ex: Lead: Source, Lead: Budget, Client: Start Date) so fields are easy to find in workflows and filters.

Step 2: Use Custom Fields in Forms, Surveys & Workflows

Forms & Surveys

Open the Form Builder or Survey Builder.
Find the Custom Fields section in the builder sidebar.
Drag & drop your field into the layout.
Set label, placeholder, and required status.

Note: You can create a field inside the builder, but long-term management (renaming, moving folders, deleting) should still be done in Settings → Custom Fields.

Workflows & Automation

Use Custom Fields as conditions (branch logic) and as data sources in actions (like personalizing messages or updating CRM records). This makes your automation smarter because it reacts to the information you collect.

Step 3: Edit, Delete & Organize Custom Fields

Edit or Delete

Go to Settings → Custom Fields.
Select one or more fields.
Use Bulk Actions to edit or delete.

Folders (Groups)

Create folders to group related fields. This helps keep the Custom Fields list clean and makes the Additional Info section in the contact record easier to navigate.

Reorder Fields in Contact Records

In Settings → Custom Fields, locate the field list.
Use the drag handle (three lines) to drag-and-drop fields into the order you want.
Your ordering reflects how fields display under Additional Info in contact profiles.

Turn your data into smart automation

Custom Fields are the backbone of segmentation and personalization. Use them to trigger workflows, personalize messages, and build cleaner contact records.

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Frequently Asked Questions

What are Custom Fields in BizStackPro?

Custom Fields are contact-specific fields you create to store extra information beyond standard fields, and reuse across forms, surveys, workflows, and more.

Can I change the type of a custom field after creating it?

No. Field types can’t be changed after creation. Create a new field if you need a different type.

How do I add custom fields to forms or surveys?

Open the Form/Survey Builder, locate the Custom Fields section, then drag-and-drop the field into your layout and configure it.

How can I organize custom fields effectively?

Use folders (groups) and reorder fields so your most important items appear first under Additional Info in the contact record.

Where do I edit or delete existing custom fields?

Go to Settings → Custom Fields, select the field(s), and use Bulk Actions to edit or delete.

Can I create custom fields directly in the Form or Survey Builder?

Yes, but permanent management (edits/deletes/foldering) should be done from Settings → Custom Fields.

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Build smarter contact profiles with Custom Fields

A clean Custom Field structure makes automation easier, reporting more accurate, and your CRM faster to use—especially as your database grows.

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Better data. Better automation.

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