> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.platform.ly/sitemap.xml
> Use this file to discover available pages before exploring further.
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# How to use Custom Fields in Platformly

### How to use Custom Fields in Platformly

Platformly's CRM provides you with several common default fields in the **Contacts** section, for example:

* First Name
* Last Name
* Email Address
* Company Name
* Website Address
* Phone Number
* Address
* City
* Country

In addition to the default fields, you can also add your own fields, via the **Custom Fields** section located in the **CRM** menu.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/platformly_1g9g4bb.png)


1. To add a **Custom Field**, click on the blue + icon.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/platformly-2_3ouiqy.png)

2. Fill in the following details:

**Field Name** - e.g. Office Address, Date of Birth, etc.
**Field Description** -  Add any additional description of the created field as required. This part does not display in the **Contacts** section but is for management purposes.
**Select Required or Not** - i.e. whether you want the custom field you are creating to be mandatory or not. 
**Select section** where you want the created custom field to appear. You can choose from: **Custom Field (default)**, **Contact Info**, **Location Info** or **Create a New Section**.
**Choose a Field Type** i.e. the format of the data to be collected.


![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/platformly-4_nn0571.png)

With regard to **Field Type**, there are various options available:

* **Single-line text** - Suitable for short text data
* **Multi-line text** - Suitable for longer text data, e.g. address
* **Number**
* **Drop-down select** - Drop-down menu with a list of answers for users to select. For this section, you will need to fill in the **Internal Value** , i.e. the value (text) that will be used by our system on the back-end, and the **Label** i.e. what you want to be displayed in the **Contacts** section.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/platformly-8_1kwdhbi.png)

Note that for the **Internal value**, you cannot use any symbols/special characters/spaces, only letters and numbers are possible. For for the **Label**, you cannot use special characters/symbols, only letters, numbers, spaces and underscores are possible.

* **Drop-down multi-select** - This is created the same as drop-down select, but here users will be able to select more than one answer from the drop-down menu.

* **Date time picker** - Date and time format with calendar drop-down for users to select the date and time.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/platformly-9_chdyhy.png)

* **Radio select** - Similarly to drop-down select, you will need to fill in the **internal value** and **label** as per example below.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/platformly-10_kdi4jc.png)

* **File** - You can allow users to upload a file or image, such as quotes, invoices, etc. The document will then be accessible from the **Contacts** section of the CRM. 

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/platformly-11_152272w.png)

* **Checkbox select** - Similarly to drop-down select, you will need to fill in the **internal value** and **label** as per example below.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/platformly-12_127dll8.png)

* **URL** - e.g. company's website
* **Email** - if the person has more than one email address e.g. personal as well as office email addresses.
* **Phone** - if the person has more than one phone number e.g. office and mobile numbers.
* **Platform.ly user** - In case you want to assign a specific team member or staff to your contacts. Note **Platform.ly users** are the team member or staff that are added as a user of your Platform.ly account under the **Users** section, in the ** Setup** menu.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/platformly-13_25nqmp.png)

3. Once you have selected and filled in the details of the custom field that you want to create, click **Submit** and that's it. The **Custom Field** that you have created will now appear as an additional field in the **Contacts** section of your CRM. 


![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/platformly-14_r7xmsv.png)

Note there is no limit on the number of **Custom Fields** that you can add, so you can create as many as you want to suit your needs.

You can watch more about our **Custom Fields** in the below video.

${youtube}[Platform.ly Custom Fields](jk1Ng7gN4ac)