Tailor your customer data by using custom fields: add unique information fields specific to your business needs to effectively organize, track, and segment your contacts.
With custom fields, you can capture and store additional information unique to your business within Jetpack CRM.
You can create and manage these fields for contacts, companies, quotes, invoices, transactions, and addresses to better organize and segment your data.
Access the custom field editor
To access the custom field editor, go to Jetpack CRM → CRM Settings → Custom Fields.
From here, you can add or edit custom fields across different record types.
Note: Adding fields under the “Address” section makes them available wherever addresses appear in Jetpack CRM.
Create a custom field
To create a new custom field, follow the steps below:
- Choose the section (e.g., contact, company, quote) where you want to create the custom field and click the + Add Custom Field button.
- Enter a descriptive Field Name.
- Select a Field Type from the dropdown, such as text, textarea, date, etc.
- Enter placeholder text (that is optional) that will appear wherever the custom field is used; this can be edited later for each record.
- Scroll to the bottom of the page and click Save Custom Fields to apply your changes.
Once saved, custom fields receive a unique field key visible under the field name in settings. These keys are used for integration and API purposes.
Create a custom file upload box
You can create a custom field that accepts file uploads. This adds a Files tab/view to contact profiles in the Jetpack CRM dashboard where associated files are displayed.
Please note that after adding a custom file upload field, you must edit individual contacts to upload files directly.
Use custom fields and placeholders in emails
Keep in mind that placeholders for custom fields might not display correctly in email previews and test sends but will render properly in live campaigns.
To ensure accuracy, test your placeholders using your own contact or email segment.
How do I populate custom fields with information captured via Gravity Forms?
Hi Nate – there’s a guide on this in the knowledge base: http://kb.jetpackcrm.com/knowledge-base/how-to-set-up-your-gravity-form/ if you’re stuck, it’s always best to submit a support ticket (vs an article comment) as support tickets get daily priority.
How to import csv data into checkboxes type field?
This isn’t currently possible in v2.99.x of Jetpack CRM – we’ll keep this request in mind for future releases.
Hello, I can not find a way, how to filter / segment based on custom fields.
Is it possible?
It seems they are only a read only set of data on contact page, which is useless 🙁
Hi Arnie,
This is indeed achievable, via Advanced Segments – where you can make segments & filters using custom fields.
All the best
Woody
Is the CRM useful without any extension?
Yes, we’ve thousands of users using the CRM without extensions, and in fact 85%+ of our codebase is in the free core CRM. CRM Extensions are just there for those who need additional functionality.
Hi ,
I am Checkout form custom fields are not synchronizing with CRM …
I am adding some custom fields in checkout form like employment_status
but custom fields are not sync…
Currently we do not support custom checkout field syncing (do you mean in WooSync?)
yes WooSync
Thanks for clarifying, as stated we do not (currently) support checkout custom fields into Jetpack CRM. We’ve added this to our feature tracker though!