Custom Fields

Custom Fields let you track the exact information your team needs on each transaction — whether that’s internal notes, closing milestones, or custom data points. They help you customize your workflow without needing external spreadsheets or tools.

Introduction

Custom Fields are additional fields you can create and use on every transaction in Pipeline. They allow you to collect unique types of information — like referral sources, internal tracking codes, or additional key dates — that aren’t included by default.

These fields show up inside the transaction, appear on coversheets, and are included in spreadsheet exports. They can also power automation when used with date triggers or checklist templates.

How It Works

• Once created, a Custom Field appears on every transaction
• Text fields are for notes, codes, or descriptions
• List fields offer consistent dropdown options
• Date fields can be used for calendar sync and checklist due dates
• All Custom Field data appears in Transaction Spreadsheet Reports

You can create as many Custom Fields as your team needs — and you control how they are named and displayed.

Best Practices

• Keep it simple — Only create fields that serve a real purpose
• Be consistent — Use your team’s established terminology
• Don’t rename for a new purpose — Always create a new field to avoid confusing past data
• Delete with care — Deleted fields remove all associated data

View Custom Fields

Who Can Do This: Master Admins

1. Go to Admin / Settings
2. Select [Custom Fields] from the left-side menu
3. You’ll see a list of all active custom fields

Create a Custom Text Field

1. Click [Select Field Type] and choose Text Field
2. Enter a field name (e.g., “Referral Code”)
3. Click [Add Custom Field]

Create a Custom Date Field

1. Click [Select Field Type] and choose Date Field
2. Enter a field name (e.g., “Final Walkthrough Date”)
3. (Optional) Check [Add as Trigger Date] if it should trigger checklist tasks or messages
4. Click [Add Custom Field]

Create a Custom List Field

1. Click [Select Field Type] and choose List Field
2. Enter a field name (e.g., “Lead Source”)
3. Add up to 20 dropdown options
4. Click [Add Custom Field]

Edit a Custom Field

1. Click the wrench icon next to the field you want to change
2. Edit the name or list values (if applicable)
3. Click [Save]

Note: Only edit a field to fix typos. Don’t rename a field to use it for a new purpose — that can create confusion in reporting and automation.

Delete a Custom Field

1. Click the trash can icon next to the field
2. Review the list of transactions that use this field
3. (Optional) Download the list of transactions to back up the data
4. Click [Permanently delete field and its data]

Warning: Deleting a field removes all its data from the system and cannot be undone.

Use Custom Fields

• Fill out custom fields inside each transaction
• View them on the transaction page or coversheet
• Use Custom Date Fields to trigger checklist tasks or calendar syncs
• Export custom field data using Transaction Spreadsheet Reports