CRM Custom Fields

Use CRM Custom Fields to add extra structured fields to CRM records.

How to Get Here

Click your workspace name in the top-left corner.
Click Settings in the menu that opens.
Click CRM Custom Fields under "Workspace" in the left menu.

Choose an Entity Type

The Custom Fields page shows four entity types:

Entity	What it controls
People	Custom fields for people.
Companies	Custom fields for companies.
Deals	Custom fields for deals.
Appointments	Custom fields for appointments.

Click an entity type to manage fields for that record type. The detail page shows All custom fields, the entity name, the current field count, and Add Field.

Add a Custom Field

Open Settings → CRM Custom Fields.
Click People, Companies, Deals, or Appointments.
Click Add Field.
Choose an Icon if needed.
Fill in Label.
Add Description (optional) if the field needs help text.
Choose Field Type.
Click Create Field.

Field Types

Field Type	Use it for
Text	Single or multi-line text.
Number	Numeric values.
Date	Date picker values.
Date & time	A precise date and time, displayed in the browser timezone.
Select	A single choice from options.
Multi-select	Multiple choices from options.
Boolean	A true/false toggle.
Member	One workspace teammate, shown by name and avatar.
URL	A web address, shown as a clickable link.
Status	Built in for People and Companies. A single coloured choice whose options can carry meanings. You cannot add it yourself.

If an entity has no custom fields yet, the page says No custom fields yet. Create one to get started.

Member Fields

Choose Member to assign one active workspace teammate. Search by name or email, or choose Unassigned to clear the value. Member fields do not support default values or sorting.

Filters support is, is not, is empty, and is any of. Renaming a teammate keeps assignments and saved filters intact. Removing someone from the workspace preserves existing values with a former member label; they cannot receive new assignments.

CSV imports match an active workspace teammate by email. Blank cells leave the existing value unchanged. Exports use the teammate's email, including former members when their account still exists. If the account was deleted, the exported cell is blank and the download shows a warning.

URL Fields

Choose URL to store a web address. Only http:// and https:// addresses are accepted; anything else is rejected with an error when saving. A saved value displays as a clickable link labeled by its domain (for example acquisity.com) wherever the field appears.

Filters, sorting, CSV import and export, the public API, and dashboard widgets all work the same way they do for a Text field. Blank cells in an update import leave the existing value unchanged.

Workflows and public API writes use the teammate's user ID. Workflow inputs can also use a template that resolves to that ID. IDs from another workspace are rejected.

Currency Fields

Choose Currency and select USD, EUR, GBP, CAD, or AUD for the field. Amounts display with that currency and two decimal places. Zero and negative amounts are supported. More than two decimal places are rejected, never rounded; the maximum absolute amount is 9,999,999,999,999.99.

Changing the currency in field settings changes the label only. For example, $123.45 becomes €123.45 without converting the saved amount. Filtering and sorting compare plain numbers.

CSV imports and exports use plain decimals such as 123.45, without currency symbols or thousands separators. Blank update-import cells leave existing values unchanged. Public API values are numbers; the field definition exposes the currency in config.currency. Use null to clear a value.

Date & Time Fields

Choose Date & time when the hour and minute matter. Values are stored as precise instants and displayed in the timezone of the browser viewing the CRM. Relative filters such as is today also use that browser timezone; existing Date fields continue to use the profile timezone.

CSV imports and workflow or public API writes must include a timezone offset, such as 2026-09-21T09:00:00+05:30, or use Z for UTC. Local timestamps without an offset are rejected so exporting and importing cannot silently change the instant. CSV exports use ISO 8601 UTC timestamps.

Status Fields

People and Companies each have a built-in Status field. It is a system field, so it appears in the field list with a lock icon.

You can relabel it, change its icon and description, and drag it to a new position. You cannot delete it, archive it, or create another field named Status, and it does not appear in the Field Type list when you add a field.

Each status option has a name, a colour, and any number of meanings:

Meaning	What it does
Do not contact	While a person has this status, emails, texts, and calls to them from Acquisity are blocked, and the buttons say why. This also covers email addresses and phone numbers added later.
Customer	Marks the person or company as a customer.
Disqualified	Marks a record that is not a fit.
Won	Marks a successful outcome. An option cannot be both Won and Lost.
Lost	Marks an unsuccessful outcome.
Churned	Marks a customer that has left.

Clearing the status removes only the blocks the status added. A person who replied STOP to a text, or who was marked do not contact by hand, stays blocked.

The block applies to sending from Acquisity. It cannot stop a call started from a phone number link outside Acquisity, and the Resend email step in workflows does not check it.

When you change what an option means for more than 200 people, email blocks catch up a moment later. Text and call blocks apply at once.

Meanings on Companies statuses are informational. Setting a company status never changes how the people at that company are contacted.

Every status change appears on the record's timeline. You can filter People and Companies by Status, and by changed within to find records whose status changed in the last few days.

Status options are managed on the Statuses tab. CSV imports accept the option name (any capitalisation) or its ID, and exports use the option name.

The public API reads and writes a status as an option ID.

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