# Custom Fields Custom fields let you track data that is unique to your workflow - beyond the built-in contact fields. Each book has its own set of custom field definitions, and every contact in the book can have a value for each field. > [!quote] Your Data, Your Way > Not every CRM fits every workflow. Custom fields let you ==shape RelayBook around your process==, not the other way around. ## Field Types When creating a custom field, choose one of four types: | Type | Description | Example | |------|-------------|---------| | **Text** | Any free-form text value | Account number, referral source | | **Number** | Numeric values | Lead score, revenue, headcount | | **Select** | A fixed list of options | Plan tier, status, region | | **Date** | A calendar date | Contract renewal, last meeting | ## Creating a Custom Field Custom fields are managed from the **Book Settings** panel: 1. Open the book and go to **Settings** 2. Find the **Custom Fields** section 3. Click **Add field** 4. Enter a name, choose a type, and save For select-type fields, add your initial options when creating the field. You can always add more later. ## Editing Select Options You can add or remove options on a select-type custom field at any time: 1. Open **Edit Contact** for any contact in the book 2. Find the select field and click the **options toggle** (shows current option count) 3. Type a new option and press Enter or click **Add** 4. Click **x** next to an option to remove it > [!note] > Removing a select option does not clear it from contacts that already have that value - their existing value is preserved as-is. To clean up, update those contacts manually. ## Setting Values on a Contact Custom field values are set in the **Edit Contact** modal: - **Text / Number** - type directly into the field - **Select** - choose from the dropdown - **Date** - pick from the date picker Leave a field blank to clear it. ## Importing Custom Field Data When importing contacts via [[CSV Import]], you can map CSV columns to custom field definitions in the **Custom Field Mapping** step. For select-type fields, any unrecognised values trigger a **Select Value Resolution** step where you can skip, add, or remap each value. ## Filtering by Custom Fields Custom field values can be used to filter contacts in the book. Use the filter panel to narrow contacts by any custom field value. > [!success] The Key Idea > Custom fields extend the contact record to fit your exact needs - whether that is a CRM status, a contract tier, a lead score, or anything else. Combine them with labels and filters to keep your book organized your way. --- **Next:** Learn how to populate custom fields on import with [[CSV Import]].