Adding Custom Fields To Records

This article will help add custom fields for candidates, contacts, companies & jobs.

Sean Mallapurkar avatar
Written by Sean Mallapurkar
Updated yesterday

When we say: "We love customizations as much as you do", we really mean it!

In Recruit CRM you can add up to 15 custom fields to each of your records (candidates, companies, contacts, jobs and deals) on the Pro Plan and up to 100 custom fields on the Business Plan.


How to create a custom field

1. Go to Admin Settings.

2. Under Data Customization, choose the entity to which you want to add custom fields.


3. On the right side of the screen, click on "+ New Custom Field".


4. Create the new field you want in your system, select the appropriate field type, enter the correct value and don't forget to hit "Save Field".

You can see the newly created field in the list on the left, under Additional Information (Custom Fields).


Field types you can create in Recruit CRM

Text: This field type is used to input the data of the "text" type. You can add up to 2000 characters in this field

Long Text: This field type is used to add a paragraph. You can add up to 5000 characters in this field

Date: This field type is used to input the date.

Number: This field type is only used to input the data of the "number" type. It will not allow any character or special characters in this field.

Checkbox: This field type is used to capture the data of type "Yes" or "No".

Drop-down: This field type selects an option from a pre-defined set of values. You can create a list of your drop-down values in Admin Settings

Multiselect: This field type selects multiple options from a pre-defined set of values. You can create a list of your multi-select values in Admin Settings

Phone Number: This field type is used to capture the phone number. You can click on the number to take further action.

Email: This field type is used to capture an email address. You can just click on the value inside this field and it will open a pop-up to compose an email.

File: This field type is used to upload files (PDF/DOC/JPEG etc.)

The file type is not available for Deal Fields.


Rearranging Fields and Sections

This feature is currently in beta version and will be gradually rolled out to all users over the next 1-2 months.

While you can set up custom fields for all the entities, you can also choose the arrangement of fields and sections you want to see when you manually add a candidate/contact/company/deal into the system or while editing their profile.

Rearrangement of fields is not available for jobs.


To do this, all you have to do is go to the candidate fields, contact fields, company fields or deals fields settings in your admin settings and drag and drop the fields or sections to match the desired order.


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