Custom fields provide a unique flexibility to enrich your information on contacts, companies, projects, and tasks, making them more detailed and tailored to your specific needs!

In this article, you will understand how to create and use custom fields on Hubflo!

Let's go 👇

1 - Create custom fields

From your settings, go to the 'Custom Fields' section, then choose the category: contacts, projects, notes, or tasks.

Select '+ New Custom Field', then give it a title and choose its type: text, integer or decimal number, date, or list.

2 - Using my custom fields

2 a) Example of a custom field for my contacts

Here, we have added the custom field: Secondary email address.

Thanks to this custom field, you can now add a second email address to your contacts !

💡 You can also add other custom fields to your contacts such as :

The job title

The language used by the contact in the case of an international company 🙂

A second phone number

Or any other element that resonates with your needs!

2 b) Example of a custom field for my companies

Here, we have added the custom field: industry sector. You will be able to assign an industry sector to your companies!

💡You can also add fields such as:

The size of the company

The type of clientele (B2B - B2C)

A delivery address (...)

2 c) Example of a custom field for my projects

Here, we have added the expected delivery date as a custom field for our projects!

💡For this module, you can also add :

Implementation calendar

Potential risk

Current phase

2 d) Example of a custom field for my tasks

Here, we have added the difficulty of the task as a custom field for our tasks!

This is also an opportunity to introduce you to the 'List' type 📝

Step 1: Give a name to your custom field, a description, and select the list type. Like this: 👇

Step 2: Next, you will be able to add choices to your list 👇

Step 3: Add the difficulty level of your task!

💡 For this module, you can also add, for example:

Necessary resources

Expected result

Location

🪄 Now that you have mastered the use of custom fields on Hubflo, you are perfectly equipped to customize Hubflo according to the specificities of your business!"

It is essential to adapt the custom fields according to the specificities and unique requirements of your business! 🚨

On Hubflo, you can also manage your imports through custom fields. To learn more, please visit 👉 here