TormanoSettings > Custom Fields is where every custom field is managed.
A tab for each record type
The Business edition has tabs for Contacts, Companies, Deals, and Activities. The Nonprofit edition has Contacts, Donations, and Activities. Each holds up to 50 custom fields.
Adding a field
Click + Add Field. Configure:
- Label: what your team sees on the form.
- Internal name: built from the label, and what you use in merge fields.
- Type: text, number, date, yes/no, dropdown (single or multi), link, email, or phone.
- Required: the record cannot be saved until this field is filled in.
- Default value: what the field starts as on a new record.
- Help text: a short explanation shown beside the field.
- Limit to program: on the Nonprofit edition, show the field only on records carrying a particular tag.
Reordering
Drag fields up and down to change the order they appear in. Forms update straight away.
Editing existing fields
Change the label, the help text, a dropdown’s options, and whether the field is required whenever you like. You can only change a field’s type when every value already stored fits the new type; otherwise the change is blocked.
Archiving
Archiving hides a field from your forms while keeping what is already in it. Old records keep their values, and new records cannot fill it in. Use it to retire a field without losing its history.