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Custom Fields

How do I add a custom field in Tazk CRM?

Open Configuration › Custom Fields and click +. Enter the field's name, choose its type, and click Create. The field is added to your lead form. Use the pencil to edit a field and the bin to delete it.

What does the Custom Fields screen show?

Tazk CRM Configuration, Custom Fields list with name, type, created on and edit and delete

Your extra lead fields, each with its Name, Type and Created On. The pencil edits a field and the bin deletes it. Use Search here to find one.

How do I add a field?

Click +.

Tazk CRM New Custom Fields dialog with name and type

In New Custom Fields, enter the Name and choose the Type (both required) — for example a list. Click Create, or Cancel.

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Written by Super AdminPublished 9 Oct 2026Updated 9 Oct 20260 views