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Custom Fields and Objects That Stay Drafts Until You Say So

Add the fields your process actually needs, or build a whole new object, without writing code or waiting for a release. KudosCRM keeps every change a draft until you publish it, refuses a publish that would leave records blank, and logs who changed the schema in a record nobody can edit.

Long text, percent, date-and-time, status and rating, not just text and number
Fields on seven kinds of record, plus custom objects with their own list pages
Drafts your team never sees until you publish them
A publish that refuses to leave required fields blank, backfilling defaults instead
A schema audit log that is read-only by design and survives field deletion
14-day free trial No credit card required

Studio · Settings → Properties

Deals · editing “Renewal risk”

Draft — invisible on records

Renewal risk

dropdown · required

key: renewal_risk · immutable

LowWatchHighcolored options

Publish refused — required with no default

1,284 existing deals would be left blank. Set a default to backfill them.

Default set: “Watch” → backfill job writes 1,284 recordspublished ✓

Schema log · append-only

field.published · Renewal risk · Anita S. · 10:42

field.updated · options +“Watch” · Anita S. · 10:38

read-only by construction · survives deletion

Other admins' open tabs updated liveBuilder asks for a wide screen

The Short Version

What Are CRM Custom Fields?

CRM custom fields are the fields you add yourself when the standard ones do not describe your business. In KudosCRM you build them in Studio, a no-code editor under Settings, and you can go further and create custom objects to model something the CRM has never heard of. Everything stays a draft until you publish, publishing is guarded, and every schema change is recorded permanently.

The Types Most CRMs Leave Out

Text, long text, number, currency, percent, checkbox, email, phone, URL, date, date and time, dropdown, multi-select, status and rating — on contacts, companies, deals, leads, tasks, projects and tickets.

Objects, Not Just Fields

Define a whole new object, publish it, and get a real list page, record pages, tags, filters and saved views.

Nothing Ships Half-Built

Drafts save server-side so teammates can review work in progress, while records show nothing until you publish.

A Schema Log Nobody Can Rewrite

Every schema change appended to rows that are read-only by construction and outlive the fields they describe.

Ten industry bundles get you started rather than starting from blank: real estate, SaaS, healthcare, banking, education, recruitment, manufacturing, automotive, travel and e-commerce. Install a bundle as a group, and remove it as a group while you are still drafting — published fields retire individually, deliberately.

Fields

Not Just Text and Number

You build fields in Settings under Properties, pick the type that actually fits the data, and attach it to whichever records need it. The schema builder asks for a wide screen, so structural work happens at a desk rather than on a phone.

Long Text, Percent, Date-and-Time, Status, Rating

Text, long text, number, currency, percent, checkbox, email, phone, URL, date, date and time, dropdown, multi-select, status and rating. Dropdown and multi-select options can carry colors, so a status reads at a glance on a busy record.

Tickets and Projects Take Them Too

Contacts, companies, deals, leads, tasks, projects and tickets all take custom fields, and so does any custom object you publish. Most CRMs stop at the first three.

One Definition, Attached Wherever It Fits

Cross-object reuse attaches one definition across objects under a shared key, with collision guards, and it refuses to detach a field from the entity that owns it.

Sections, Order, and Colors That Survive

Group related fields into sections, drag to reorder, and both the grouping and the order persist through publish rather than resetting.

Skip the Blank Table

Ten prebuilt field groups covering real estate, SaaS, healthcare, banking, education, recruitment, manufacturing, automotive, travel and e-commerce — installed as a set, and removed as a set while you are still drafting.

Find Out Which Fields Are Actually Used

Per-field and per-object fill counts, computed in a single query for a whole object, so retiring a field is a decision backed by evidence instead of a guess.

Type picker · pick what fits the data

TextLong textNumberCurrencyPercentCheckboxEmailPhoneURLDateDate & timeDropdownMulti-selectStatusRating
Attached to: Deals · also on Contacts under the shared key renewal_risk
Section: “Commercials” · drag to reordersurvives publish
Usage: filled on 78% of open deals · retiring it would be a mistake

Custom object · “Property Listings”

Listings · its own list pagePublished

Title field

Address · undeletable

Tags

riverside · corner-plot

Filters

price · viewing date

Saved views

“This week's viewings”

Draft → Published → Archivedrecords kept on archive
Unpublished objects: invisible outside Studio — no existence leaks

Custom Objects

When a Field Is Not Enough, Build the Object

Some businesses track something a CRM has never heard of. You define the object in Studio, publish it, and it behaves like the ones that shipped with the product.

It Gets a List Page Like Anything Else

A published object gets its own list page and record pages with tags, filters and saved views, rather than a table bolted onto a settings screen.

Archive the Object, Keep Its Records

Objects carry the same lifecycle as fields, plus archiving. Deleting an object archives it and keeps its records rather than destroying them.

Nothing Publishes Without a Name

Publishing needs a valid title field, and the field that titles an object cannot then be deleted out from under it.

Invisible Until You Are Ready

An unpublished object is invisible to anything outside Studio, and it does not leak its own existence through error messages either.

The Key an Integration Relies On Never Moves

Field keys are format-validated, unique per entity, and immutable once created, so an integration written against a key keeps working.

Guarded Publishing

A Publish That Refuses to Leave Records Blank

You work in draft, and when you publish, KudosCRM checks the change against the records you already have. A required field with no default does not go live, and the error tells you exactly how much data would be missing.

Drafts Your Team Cannot See

Drafts save on the server, so a colleague can review work in progress, while records show nothing until publish. The status cannot be flipped through an ordinary edit.

The Publish That Says No

The most common publish failure, caught before it happens, with the count of affected records named in the error rather than left for you to discover.

Defaults Backfill Themselves

Set the default and a backfill job writes it across your existing contacts, companies and deals, so a new required field does not leave a trail of blanks behind it.

Nobody Edits a Schema That Moved Under Them

Publishing broadcasts to other admins' open tabs. Nobody is editing a schema that changed under them ten minutes ago.

An Audit Log That Cannot Be Edited

Append-only rows that are read-only by database design, and they survive the deletion of the field they describe. When a report breaks six months from now, the history is still there.

Delete the Field, Keep the Values

Removing a field definition leaves the values on the records in place, and the field that titles a custom object cannot be deleted at all.

Where Fields Travel

A Field You Built on Monday, Working Everywhere by Tuesday

A custom field is only worth building if the rest of the product knows about it. Here is exactly where yours turn up, and further down we are equally clear about where they do not.

On the Form the Moment You Publish

Create and edit forms and detail pages pick up published fields immediately, in the sections and order you arranged them.

Sort Your Deal List by a Field You Invented

Add a custom field as a deal list column, and filter on it as a first-class filter validated against the published definition, across every stored type.

CSV Imports Land on Your Fields

Custom fields are first-class import targets: map any column onto one with typed coercion, or create the missing property right from the mapping screen.

An Automation Can Branch on It

An automation can branch on a custom field, reading the live value from the record rather than a stale copy.

Built Monday, in an Email Tuesday

Contact, company, deal and lead custom fields are addressable as merge tokens, so a field you added on Monday personalizes an email on Tuesday.

What “Required” Really Means, and What Studio Does Not Do

Marking a plain custom field required means the create forms will not submit without it, and we would rather say that precisely than overstate it: an import or a direct API write can still come in without a value. Where a requirement genuinely has to hold, it is enforced at the server — deal stage-entry requirements on every move including kanban drags and Won and Lost, task-type fields on every write, and ticket-type fields at intake on every channel. There are no formula, rollup, relationship, file or rich-text types, no conditional logic, and no per-role field visibility, so anything genuinely sensitive does not belong in a custom field. Fields work in filters, list columns, imports, workflow conditions and merge tokens, but not yet in reports or audiences.

How It Works

How Do You Add a Custom Field to Your CRM?

From an idea about your data model to a field working across the product, here is the path.

1

Open Studio

Settings, then Properties. Pick the record you want to extend, or an object you built yourself.

2

Choose the Type

Money, percentages, dates with times, statuses and star ratings, alongside the ordinary ones.

3

Set the Rules

Name it, add options with colors if it is a choice field, set number bounds, and decide whether it is required.

4

Attach It Where It Belongs

Reuse one definition across objects, group it into a section, and drag it into the order that reads well.

5

Publish, and Let the Check Run

A required field with no default is refused at publish. Set a default and the backfill writes it across your contacts, companies and deals.

6

Use It Everywhere

Filters, list columns, imports, workflow conditions and merge tokens, with every schema change logged permanently.

What's Actually in the Box

Everything You Can Build, and Everything That Guards It

Field types including long text, percent, date and time, status and rating

Fields on contacts, companies, deals, leads, tasks, projects and tickets

Custom objects with list pages, record pages, tags, filters and saved views

Object lifecycle: draft, published, archived, with records retained on archive

Publish requires a valid title field on a custom object

Unpublished objects invisible outside Studio, with no existence leaks

Cross-object reuse under a shared key, with collision guards

Sections and grouping that survive publish

Drag-to-reorder that persists

Colored options on dropdown and multi-select fields

Ten industry bundles, installed as a set

Per-field and per-object usage stats, one query per object

Server-side draft mode teammates can review

Publish refused when a required field has no default, with the record count named

Backfill job writing defaults across contacts, companies and deals

Live propagation to other admins' open tabs

Append-only schema audit log, read-only by construction, surviving field deletion

Schema events admin-only, filterable and paginated

Keys format-validated, unique per entity, and immutable after creation

Deleting a definition leaves record values in place

Type validation against the field's definition on every server write

Number bounds enforced server-side, on paste, import and API

Custom fields as deal list columns

First-class filters validated against published definitions

CSV import mapping onto custom fields, with typed coercion

Workflow conditions reading live custom field values

Email merge tokens for contact, company, deal and lead fields

Reads open to members, writes gated on the manage permission

A workspace-wide, per-plan field allowance, counted across every object

KudosCRM Studio vs. Filing a Ticket to Add a Field

KudosCRM StudioA CRM you have to ask
Adding a fieldA visual editor, live in minutesA developer ticket and a release window
Which recordsSeven entities, plus objects you inventContacts and deals, and that is the list
Work in progressDrafts nobody sees until you publishEveryone watches you build it
A required new fieldPublish refused, record count named, defaults backfilledLive instantly, and 1,284 blanks appear
Reusing a fieldDefined once, attached where it is relevantRecreated by hand, spelled differently each time
Number boundsEnforced at the server, on paste, import and APIAn HTML attribute the API ignores
Who changed the schemaAn append-only log that survives the fieldAsk around, and hope someone remembers
Retiring a fieldUsage counts tell you whether anyone fills itDelete it and find out
Starting outTen industry bundles, installed as a setA blank table

Model Your Business, Not Somebody Else's

Studio is part of KudosCRM, not a platform licence you upgrade into.

Get Started Free

Custom Fields for Every Kind of Business

Real estate tracks property type and viewing dates. Recruitment tracks notice periods. Banking tracks risk tiers. Every industry has fields the standard CRM has never heard of, and ten of them arrive prebuilt as a group you can install now and remove later.

Real EstateSaaSHealthcareBankingEducationRecruitmentManufacturingAutomotiveTravelE-commerce

Where Your Field Turns Up, and Where It Does Not

A published field turns up on forms and record pages, as a deal list column, as a validated filter, as an import target, in workflow conditions, and as an email merge token. It does not yet appear in reports or audiences, and automations can read it but not write to it, which we would rather tell you now than let you discover mid-build.

FormsRecord pagesList columnsFiltersCSV importWorkflowsEmail merge tokens
All Features

Go Deeper

Explore More Features

The fields you build here branch Workflows, personalize emails through the Email Builder, and describe the records in Contacts and Deals. Schema changes are logged here; record changes are logged in the Audit Log.

All Features

FAQ

Frequently Asked Questions

Start With One Field

Add the Field Your Team Keeps Putting in the Notes

Open Studio, build it as a draft, and publish it when it is right.