> ## Documentation Index
> Fetch the complete documentation index at: https://wapnotify.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom fields

> How Admins create custom contact fields and agents fill them in on contact profiles.

Custom fields let you track information about contacts that isn't covered by the built-in fields. An Admin defines the field structure; agents fill in values on each contact.

## Create a custom field (Admin)

1. Go to **Settings → Custom fields**.
2. Click **New field**.
3. Fill in:
   * **Label** — the display name shown on the contact profile (e.g. "Lead source", "Annual revenue")
   * **Key** — a short programmatic identifier, auto-generated from the label (e.g. `lead_source`)
   * **Type** — `Text`, `Number`, or `Date`
4. Set the **display order** to control where the field appears on the contact profile.
5. Click **Save**.

The field immediately appears on all contact profiles in the workspace.

## Fill in a custom field value (Agent)

1. Open a contact record.
2. Scroll to the **Custom fields** section on the right panel.
3. Click the field value and type or select the value.
4. Changes save automatically.

## Field types

| Type       | Use for                                                      |
| ---------- | ------------------------------------------------------------ |
| **Text**   | Short strings — source, category, account manager name       |
| **Number** | Numeric values — deal size, number of employees, order count |
| **Date**   | Dates — contract renewal date, last follow-up date           |

## Use cases

* **Lead source** (Text) — track where each contact came from: referral, website, trade show
* **Contract value** (Number) — store the value of an active deal
* **Renewal date** (Date) — know when to follow up before a contract expires
* **Account tier** (Text) — segment contacts as Gold, Silver, Bronze for prioritization

## Delete a custom field

Go to **Settings → Custom fields**, find the field, and click **Delete**. Deleting a field removes the field definition and all values stored for it across every contact. This cannot be undone.

<Warning>
  Deleting a custom field permanently removes all stored values for that field. Export your data before deleting if you need to preserve the values.
</Warning>