What It Does
Every business has its own quirky data points to track — preferred technician, gate code, pet-on-property, source-of-funds, you name it. SalesButler's Custom Fields let you define your own attributes on leads, customers, jobs, and invoices using five field types: text, number, date, boolean, and dropdown select. Fields render as editable form sections inside every record view; values store per-record and follow the record everywhere it appears.
Step-by-Step Guide
Open Custom Fields
Navigate to /custom-fields in admin.
Pick the Scope
Choose lead, customer, job, or invoice — each scope has its own fields.
Add a Field
Pick a name and one of five field types: text, number, date, boolean, dropdown.
Field Renders Everywhere
The field appears as an editable form section in every matching record view.
Capture and Search
Capture values per record; values follow the record across the platform.
Why You'll Love This Feature
Five Field Types
Text, number, date, boolean, dropdown — covers most use cases.
Four Record Scopes
Add custom fields to leads, customers, jobs, and invoices independently.
Renders in Every View
Fields appear automatically in every matching record view.
Edit Anytime
Add, rename, or remove fields as your business evolves.
Per-Record Storage
Values store per-record so they show up wherever the record does.
No Developer Required
Build the fields you need without touching code.
Perfect For
Tracking gate codes and pet-on-property on customer records
Capturing source-of-funds on jobs over a threshold
Recording preferred technician on customer records
Custom dropdowns for job categories specific to your trade
Compliance fields for licensed industries