Custom fields & views
Shape it to fit your industry
Add your own fields, browse large lists in a table, filter and sort by any field, edit inline or in bulk — and save common filters as views for yourself or your team.
Common pain points
Off-the-shelf tools always miss a field
- 01
Fields don't fit your industry
Landlords need lease end dates, incubators need cohorts — the defaults have neither.
- 02
Hard to find things in big lists
Finding 'Taipei, added last month, not yet contacted' means filtering by hand.
- 03
Rebuilding filters every time
The same weekly filter, done differently by everyone on the team.
What you get
Fields, tables and views — your call
01 / CUSTOMIZE
Nine custom field types
Text, number, date, single select, multi select, yes/no, URL, currency and member, with format and required checks.
- On companies, contacts and deals
- Required and format validation
- Sortable and filterable
02 / CUSTOMIZE
Table view with inline editing
Browse like a spreadsheet, smoothly even with lots of data; edit cells directly or select rows for bulk actions.
- Show or hide columns
- Sort and filter by any field
- Bulk edit, tag and delete
03 / CUSTOMIZE
Saved views
Save common filters and sorts as a view — just for you, or shared with the team.
- Personal views
- Shared team views
- On tables and boards
How to start
Custom fields & views
- 1
Add a field in settings
Choose a type, name and options.
- 2
Fill in data
Forms show the new field and validate it.
- 3
Filter and sort
Find what you need using the new field.
- 4
Save as a view
Open it in one click or share with the team.
Try it yourself
Create a free workspace — trying it is the best way to see. Prefer a walkthrough? Book a live demo.