Custom fields allow you to track additional information specific to your business needs. Add industry-specific data to clients, contacts, projects, and deals that isn't covered by Cone's standard fields
What are custom fields?
Custom fields are additional data points you can create and manage for different objects in Cone. Once created, these fields appear across all records of that type, allowing you to consistently capture and track information unique to your business.
Field types
Cone supports six different field types to match your data needs:
Text
Free-form text input for names, descriptions, or notes
Example: Internal reference number, special instructions
Date
Date picker for tracking important dates
Example: Contract renewal date, last review date
Single select
Dropdown menu with predefined options
Example: Client category, priority level
People
Link to team members in your organization
Example: Account manager, project lead
Phone number
Formatted phone number fields
Example: Alternative contact number, emergency phone
Email address fields with validation
Example: Secondary email, billing email address
How custom fields work
Creating fields
Navigate to
Settings→Custom fieldsSelect the object type tab (
Clients,Contacts,Projects, orDeals)Click
Create new fieldEnter the field name
Select the field type
Optionally enable
Create placeholder for this fieldClick
Create
Field visibility
Custom fields appear on all records of that object type
Fields are visible in the record's detail view
Team members with appropriate permissions can view and edit custom fields
Managing existing fields
Once created, custom fields appear in a table showing:
Field name: The label that appears on records
Type: The type of data the field accepts
Options to edit or delete fields (when available)
Where custom fields appear
In record details
Custom fields display in the sidebar or detail sections of:
Client profiles
Contact records
Project details
Deal information
In lists and tables
Custom fields can be:
Added as columns in list views
Used for filtering and searching
Included in exports
Best practices
Planning your fields
Identify what information you consistently need to track
Start with essential fields and add more as needed
Use consistent naming conventions
Consider what reports you'll need
Field naming
Use clear, descriptive names
Avoid abbreviations that might confuse team members
Keep names concise but meaningful
Use consistent formatting (Title Case or Sentence case)
Data types
Choose the most appropriate field type for your data
Use
Single Selectfor standardized optionsUse
Datefields for anything time-sensitiveText fields work best for unique or variable information
Organization
Group related custom fields logically
Document what each field is used for
Train team members on proper field usage
Regularly review and clean up unused fields
Notes
Custom fields cannot be made required/mandatory
Field types cannot be changed after creation
Deleted fields remove data from all records
Some field types may have character limits