Custom fields add it to every profile — and it shows up in imports, filters and views too.
In review: written from the product, not yet walked through live.
1Open the field editor
Go to Settings → Profiles & Contacts and open the field editor.
2Add a field
Give it a name and pick a type — text, number, date, dropdown. For a dropdown, list the choices people can pick from.
3Save and check a profile
Open any profile — the new field is there, empty and ready. It also appears as a matchable column the next time you import.
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Common questions
How do I set a rating’s number of stars, or a money field’s currency?
Open the field on the page in Edit layout. A Rating has Stars (3, 5 or 10); Money has its own Currency and Decimals; a Number or Percent has Decimals and a Unit such as “seats”. The record page, the list and the import all show the field that way — “7 / 10”, “12.0 seats”. Leave Currency empty to use your company’s currency.
Can I make the last name required but leave the first name optional?
Yes. With the name shown as First · Last, the first and last name are separate fields. Open each one on the page in Edit layout and turn its Required switch on or off. The New enquiry form, the inbox’s Convert to enquiry and the import all follow those two switches. If both are optional, SkedX still asks for at least one of them, so a record always has a name.
Does the list of Enquiries (or a profile) show what my layout shows?
Yes. The list follows the layout. The name column is the name your layout uses: with Full Name you get one “Full Name” column, never “First Name”. A field you hide in Edit layout, or that sits in a hidden section, is not a column and is not offered in Columns, and that includes Status, Phone, Email, Owner and Updated. A renamed field keeps its new name in the list, and a field you show becomes a Columns choice the next time the list loads. The name column always stays.
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