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
Settingsmenu in ConeSelect
Custom fieldsChoose 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 fieldEnter 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
FilterspanelSelect and apply filters based on your custom fields (e.g., filter projects by
Project stageor contacts byLast 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