TormanoSettings > Custom Fields is the central place to manage custom fields for all entity types.
Tabs per entity
Each tab corresponds to one entity type. On Tormano CRM (B2B) the tabs are Contacts, Companies, Deals, and Activities; on Tormano Nonprofit they are Contacts, Donations, and Activities (the Companies and Deals tabs are hidden on Nonprofit, and the Donations tab is hidden on B2B). Each entity type holds up to 50 custom fields.
Adding a field
Click + Add Field. Configure:
- Label — what users see.
- Internal name — auto-generated from label, used in API and merge fields.
- Type — Text / Number / Date / Yes/No / Dropdown (single) / Dropdown (multi) / URL / Email / Phone.
- Required? — block save if empty.
- Default value.
- Help text — appears as a tooltip next to the field.
- Limit to program (NP) — only show on records carrying a specific tag.
Reordering
Drag fields up and down to change form order. Updates immediately in all create/edit forms.
Editing existing fields
Edit label, help text, options (for dropdowns), and required status freely. Changing field type after data exists is restricted to compatible conversions:
- Anything → Date: blocked if existing data isn't all valid dates.
Archiving
Archive (soft-delete) hides the field from forms while preserving historical values. Records keep their old data; new records can't write to the archived field. Useful when phasing out a field without losing history.