Custom fields let you track data Tormano doesn't ship by default — donor segments, board roles, school grade level, account tier, anything.

Where to manage them

Settings > Custom Fields. You'll see one tab per entity type (Contacts, Companies, Deals, Donations, Grants, Volunteers, Programs, Events). Pick the entity, click + Add Field.

Field types

Tormano supports nine field types:

  1. Text (single line)
  2. Long text (multi-line)
  3. Number (integer or decimal)
  4. Currency (formatted with org's default currency)
  5. Date (with calendar picker)
  6. Dropdown (single-select with custom options)
  7. Multi-select (multiple options at once)
  8. Checkbox (true/false)
  9. URL (validated as a link)

Per-program scoping (Nonprofits)

You can scope a custom field to a specific program tag, so it only appears on records associated with that program. Useful when, say, your "FL Field Trip Permit" field clutters every contact instead of just FL contacts. Set the Limit to program dropdown to the relevant tag.

Field permissions

Each field has its own RBAC. Settings > Field Permissions lets you control who can see and edit each custom field by role. Hidden fields don't appear in forms, lists, or exports for users who lack access.

Reordering and editing

Drag fields up and down to reorder them on forms. Edit any field to rename it, change options, or change visibility. Changing field type after data exists is restricted to compatible conversions (e.g. text to long text is OK; number to date is not).