Custom fields

By default, NeetoCRM has system fields for various entities present to manage your data. But sometimes, there is a need to add fields specific to your organization's needs. This can be achieved via custom fields.

Go to Admin panel -> Custom Fields, where you can add, update, or delete custom fields for any lead, deal, contact, company or product.

Screenshot 2025-03-25 at 9.26.16 PM.png
Custom Fields in Admin panel

While adding the custom field, you are provided with the following options:

Screenshot 2025-03-25 at 9.24.05 PM.png
Options in Add/Edit custom field pane
  • Required field

    Enabling this option will ensure that this field is not left blank during creation or updating.

  • Show on sidebar

    Enabling this option will make the custom field show up on the entity's page on the left sidebar.

    Screenshot 2025-03-26 at 3.12.43 PM.png
    "Category" custom field when "Show on sidebar" is enabled
  • Show at creation

    Enabling this option will show this field on the entity's creation form.

    Screenshot 2025-03-26 at 3.11.47 PM.png
    "Category" custom field when "Show at creation" is enabled