Custom fields let you capture and store information that goes beyond the standard contact and record details in Aesthetix CRM. The field type you choose controls how data is entered, validated, and displayed, so picking the right type up front keeps your data clean and your forms easy to use.
This reference covers every custom field type available in Aesthetix CRM, what each one is best used for, how to create it, and the type-specific options you'll see along the way. Every type is created from the same place, Settings > Custom Fields, using the Add Field button. For the full create, edit, and delete workflow, including how fields are grouped and managed over time, see the Creating and Managing Custom Fields guide.
Note: No matter which type you choose, the core flow is the same: open Settings > Custom Fields, click Add Field, select the type, review the preview, click Next, then configure the field's name, group, object, options, and description before saving. The sections below focus on what's unique to each type.
What it's for: Capturing short, single-line text such as names, addresses, job titles, or other brief responses. This is the most common field type for concise free-text input.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Click on Single Line.
Step 5: Review the preview section to confirm the field meets your needs.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: If needed, add a placeholder by clicking the appropriate option.
Step 10: Use the object selection drop-down menu to choose where the field applies.
Step 11: If you're creating a form or survey, add a prefill value.
Step 12: Click on Additional Preferences for further customization.
Step 13: If you require a unique key, click to customize it.
Step 14: Add a description of the field.
Step 15: Click Save to confirm your settings.
Field-specific options: Placeholder text and an optional prefill value (useful on forms and surveys).
What it's for: Capturing longer, free-form text responses such as comments, descriptions, notes, or feedback. The multi-line input gives users room to write more than a single line allows.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Click on Multi Line.
Step 5: Review the preview section.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: If needed, add a placeholder by clicking the appropriate option.
Step 10: Use the object selection drop-down menu to choose where the field applies.
Step 11: If you're creating a form or survey, add a prefill value.
Step 12: Click on Additional Preferences for further customization.
Step 13: If you require a unique key, click to customize it.
Step 14: Add a description of the field.
Step 15: Click Save to confirm your settings.
Field-specific options: Placeholder text and an optional prefill value. Use this type whenever responses may run longer than a single line.
What it's for: Collecting several related entries in one structured field, where each line has its own labeled box. This is ideal for capturing lists of information in a consistent, organized format.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Click on Text Box List.
Step 5: Review the preview section.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: Enter a label name for the box.
Step 10: Enter the placeholder text for the box.
Step 11: Click on Add an option to add another labeled box.
Step 12: To remove a label, click the delete icon next to it.
Step 13: Use the object selection drop-down menu to choose where the field applies.
Step 14: Click on Additional Preferences for further customization.
Step 15: If you require a unique key, click to customize it.
Step 16: Add a description of the field.
Step 17: Click Save to confirm your settings.
Field-specific options: Each box has its own label and placeholder. Add as many boxes as you need with Add an option, and remove any with the delete icon.
What it's for: Capturing numeric values only, such as quantities, counts, numerical ratings, or any data that requires precise numeric input and validation.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Click on Number.
Step 5: Review the preview section to confirm the field meets your needs.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: If needed, add a placeholder by clicking the appropriate option.
Step 10: Use the object selection drop-down menu to choose where the field applies.
Step 11: If you're creating a form or survey, add a prefill value.
Step 12: Click on Additional Preferences for further customization.
Step 13: If you require a unique key, click to customize it.
Step 14: Add a description of the field.
Step 15: Click Save to confirm your settings.
Field-specific options: Input is validated as numeric, helping keep your data accurate. Placeholder text and a prefill value are available.
What it's for: Storing phone numbers in a consistent, validated format, making contact information easy to capture and access.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Click on Phone.
Step 5: Review the structure in the preview section.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: If needed, add a placeholder by clicking the appropriate option.
Step 10: Use the object selection drop-down menu to choose where the field applies.
Step 11: If you're creating a form or survey, add a prefill value.
Step 12: Click on Additional Preferences for further customization.
Step 13: If you require a unique key, click to customize it.
Step 14: Add a description of the field.
Step 15: Click Save to confirm your settings.
Field-specific options: Input is formatted and validated as a phone number. Placeholder text and a prefill value are available.
What it's for: Tracking financial data such as budgets, transaction amounts, or any value that represents money. The field formats input as currency for clean, consistent reporting.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Click on Monetary.
Step 5: Review the preview section to confirm the field meets your needs.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: If needed, add a placeholder by clicking the appropriate option.
Step 10: Use the object selection drop-down menu to choose where the field applies.
Step 11: If you're creating a form or survey, add a prefill value.
Step 12: Click on Additional Preferences for further customization.
Step 13: If you require a unique key, click to customize it.
Step 14: Add a description of the field.
Step 15: Click Save to confirm your settings.
Field-specific options: Input is formatted as currency. Placeholder text and a prefill value are available.
What it's for: Letting users pick exactly one option from a predefined list. Dropdowns keep data consistent by preventing free-text variation and standardizing the available choices.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Click on Dropdown (Single).
Step 5: Review the custom field you selected.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: Enter your preferred option name.
Step 10: Click on Add an option to add more choices.
Step 11: To remove an option, click the delete icon next to it.
Step 12: Use the object selection drop-down menu to choose where the field applies.
Step 13: Click on Additional Preferences for further customization.
Step 14: If you require a unique key, click to customize it.
Step 15: Add a description of the field.
Step 16: Click Save to confirm your settings.
Field-specific options: Define each selectable option with Add an option, and remove unwanted choices with the delete icon. Users may select only one option.
What it's for: Letting users select more than one option from a predefined list. Use this when a single answer isn't enough and respondents may match several choices.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Click on Dropdown (Multiple).
Step 5: Review the custom field you selected.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: Enter your preferred option name.
Step 10: Click on Add an option to add more choices.
Step 11: To remove an option, click the delete icon next to it.
Step 12: Use the object selection drop-down menu to choose where the field applies.
Step 13: Click on Additional Preferences for further customization.
Step 14: If you require a unique key, click to customize it.
Step 15: Add a description of the field.
Step 16: Click Save to confirm your settings.
Field-specific options: Define each selectable option with Add an option, and remove unwanted choices with the delete icon. Users may select multiple options.
What it's for: Presenting a predefined list of choices as radio buttons where users pick a single option. Radio selects keep all options visible at once, which makes choosing fast and intuitive on forms.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Click on Radio Select.
Step 5: Review your selected custom field.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: Enter a name for your option.
Step 10: Choose a file for your option icon.
Step 11: Click on Add an option if you need more choices.
Step 12: To remove any unwanted option, click the delete icon next to it.
Step 13: Enable custom values by checking the box, if needed.
Step 14: Use the object selection drop-down menu to choose where the field applies.
Step 15: Click on Additional Preferences for further customization.
Step 16: If you require a unique key, click to customize it.
Step 17: Add a description of the field.
Step 18: Click Save to confirm your settings.
Field-specific options: Each option can have its own icon image. You can enable custom values, and add or remove options with Add an option and the delete icon. Users may select one option.
What it's for: Allowing users to select multiple options from a predefined list, ideal for capturing varied responses or preferences where more than one answer applies.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Click on Checkbox.
Step 5: Review your selected custom field.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: Enter a name for your option.
Step 10: Enter the option value.
Step 11: Click on Add an option if you need more choices.
Step 12: To remove any unwanted option, click the delete icon next to it.
Step 13: Use the object selection drop-down menu to choose where the field applies.
Step 14: Click on Additional Preferences for further customization.
Step 15: If you require a unique key, click to customize it.
Step 16: Add a description of the field.
Step 17: Click Save to confirm your settings.
Field-specific options: Each option has both a display name and an option value. Add or remove options with Add an option and the delete icon. Users may check multiple options.
What it's for: Capturing dates through an intuitive calendar selector, which keeps date entries consistent and avoids formatting errors from free-text input.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Select Date Picker as the field type.
Step 5: Review your selected custom field.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: Use the object selection drop-down menu to choose where the field applies.
Step 10: Click on Additional Preferences for further customization.
Step 11: If you require a unique key, click to customize it.
Step 12: Add a description of the field.
Step 13: Click Save to confirm your settings.
Field-specific options: Users select dates from a calendar control, ensuring consistent date formatting.
What it's for: Letting users submit documents, images, and other files directly through your forms, useful for collecting attachments such as IDs, intake paperwork, or supporting documents.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Click on File Upload.
Step 5: Review the preview section.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: Use the object selection drop-down menu to choose where the field applies.
Step 10: Check the box for each type of file you want to allow users to upload.
Step 11: Click on Additional Preferences for further customization.
Step 12: If you require a unique key, click to customize it.
Step 13: Add a description of the field.
Step 14: Click Save to confirm your settings.
Field-specific options: Use the file-type checkboxes to control which kinds of files users are allowed to upload.
What it's for: Capturing an electronic signature on your forms, adding a professional touch and letting users sign off directly within the document.
How to create it:
Step 1: Click on Settings.
Step 2: Click on Custom Fields.
Step 3: Click on Add Field.
Step 4: Click on Signature.
Step 5: Choose your signature file, if applicable.
Step 6: Click Next to proceed.
Step 7: Enter a name in the Field Name section.
Step 8: Use the drop-down menu to select a Group.
Step 9: Use the object selection drop-down menu to choose where the field applies.
Step 10: Click on Additional Preferences for further customization.
Step 11: If you require a unique key, click to customize it.
Step 12: Add a description of the field.
Step 13: Click Save to confirm your settings.
Field-specific options: Users provide an electronic signature directly on the form.
Which field type should I choose for a short text answer? Use Single Line for brief responses like a name or address, and Multi Line when users may write longer comments, descriptions, or feedback.
What's the difference between a Single Dropdown, Radio Select, and Checkbox? A Single Dropdown and a Radio Select both let users pick exactly one option, but a dropdown hides choices in a menu while a radio select shows them all at once (and supports per-option icons). A Checkbox lets users select multiple options at once.
When should I use a Multiple Dropdown instead of Checkboxes? Both allow multiple selections. A Multiple Dropdown keeps a long list compact inside a menu, while Checkboxes display every option on screen, which works best for shorter lists where you want all choices visible.
What is the "object" drop-down on each field? The object selection determines which record type the custom field is attached to. Choose the object that matches where you want the field to appear.
Do I need to set a unique key? Only if you want to control the field's internal key, often for forms, surveys, or integrations. Otherwise the key is generated for you. You'll find it under Additional Preferences.
What are placeholder and prefill values? A placeholder is the hint text shown inside an empty field. A prefill value automatically populates the field with a default entry, which is handy on forms and surveys.
How do I edit or delete a custom field after creating it? All custom fields are managed from Settings > Custom Fields. See the Creating and Managing Custom Fields guide for the complete create, edit, group, and delete workflow.
