Custom fields feature in Cone allows you to add personalized data fields to any entity, such as clients, contacts, projects, deals, and more. This feature enhances your ability to manage and organize information unique to your business needs, beyond what is available in the default fields

What are custom fields?

Custom fields are user-defined fields that you can add to Cone entities to store additional information. They help you:

Track important data not covered by standard fields
Personalize your data management
Improve filtering and reporting
Enhance document and proposal customization

Adding and managing custom fields

Accessing custom fields

Go to the Settings menu in Cone
Select Custom fields
Choose the entity (such as contacts, projects, or deals) for which you want to add or manage custom fields

Creating a custom field

In the selected entity’s custom fields section, click Add custom field
Enter a name for your custom field (e.g., “Internal reference”, “Last contacted date”)
Select the field type (e.g., Text, Number, Date, Dropdown)
(Optional) Enable the placeholder option if you want to use this field as placeholder in the Cone's editor
Save the field

Example Custom Fields

Internal reference (Text)
Last updated date (Date)
Project state (Dropdown)

Using Custom Fields

Assigning values to custom fields

Open the profile or details page of any entity (such as a contact, project, or deal)
Enter or update values for your custom fields as needed

Filtering and searching with custom fields

Navigate to the list view of the relevant entity
Open the Filters panel
Select and apply filters based on your custom fields (e.g., filter projects by Project stage or contacts by Last contacted date)

Using custom field placeholders

When creating proposals, emails, or agreements, insert custom field placeholders into your templates
Cone will automatically replace the placeholders with the current values from the entity’s custom fields

Custom fields in Cone give you the power to tailor your data management and communication, making your workflows more efficient and personalized to your organization’s needs

Managing sent proposals

Clients and Contacts Overview

Manage Services

Deals Overview

Zapier Integration

How-To: Work With Custom Fields In Cone