Skip to main content

Keyboard shortcuts

Go to (press G then…)

  • Dashboard G D
  • Leads G L
  • Customers G C
  • Contacts (peOple) G O
  • Projects G P
  • Tasks G T
  • Marketing campaigns G M
  • Quotations G Q
  • Sales orders G S
  • Service desK G K
  • Invoices G I
  • Suppliers G U
  • Purchase orders G E
  • Competitors G V
  • Reports G R
  • Activity G A
  • Chat G H
  • Inbox G N
  • Products G B
  • Organisation settings (Gear) G G
  • Help centre (Wiki) G W

Create new (G, section, then N)

  • New lead G L N
  • New customer G C N
  • New quotation G Q N
  • New invoice G I N
  • New sales order G S N
  • New service desk case G K N
  • New task G T N
  • New project G P N
  • New purchase order G E N
  • New competitor G V N

On the current page

  • New N
  • Edit E
  • Focus search /

Within a list

  • Next / previous row J / K
  • Open focused row Enter

General

  • Global search (all records) ⌘K
  • Open this cheat sheet ?
  • Close dialog / clear chord Esc
Press N after any creatable section (also suppliers, products, campaigns) to open its new form. Shortcuts are ignored while typing in inputs. Press Esc to close this dialog or clear a pending chord.
Beagle Software
All topics 39

Per-organisation data fields

Custom fields

Customers & leads — Admin / Agent

Beagle CRM ships with a fixed set of customer and lead fields that cover most cases. Custom fields let your organisation capture extra information that matters to your process — account managers, industries, renewal dates, qualification scores, anything not in the built-in schema. Definitions are scoped to a single organisation, so other tenants never see your fields or values.

Where to find it

Open the organisation menu in the top-right of any page and choose Custom Fields. The link is visible to Admins and Agents. Direct URL: /orgs/<slug>/settings/custom-fields.

Who can do what

  • Admin — create, edit, archive, hard-delete, fill in values.
  • Agent — create, edit, archive, fill in values. No hard-delete.
  • Viewer — read-only on values.

Creating a field

Definitions are held separately for each record type, and the page has Customer and Lead tabs at the top to switch between them. It opens on Customer, so if you are adding a field for leads, switch to the Lead tab first — a field created on one tab does not appear on the other.

Click + New custom field. Fill in:

  • Label — what humans see (e.g. Account Manager).
  • Field key — auto-generated from the label. Used internally to store the value; it does not appear in the import template. Editable until first save, then locked.
  • Description — optional note for whoever administers the fields. It is shown on this Custom Fields list only, not beside the field on the customer or lead forms.
  • Field type — pick once, cannot be changed afterwards. Choose carefully.
  • Options — only for Single select / Multi select. Add value/label pairs.
  • Visibility — toggle whether the field appears on the detail page and whether it is active. Show on add form has no effect at present: the field is shown on the add form either way.
  • Behaviour — Required on create blocks save when empty. Important highlights the field amber on the detail page when empty (without blocking).

Available field types

  • Text — single-line string
  • Long text — multi-line string
  • Number — decimal number
  • Money — decimal with 2 dp
  • Date — ISO date
  • Yes / No — boolean
  • Single select — one value from a list
  • Multi select — many values from a list
  • URL — validated URL
  • Email — validated email
  • Phone — phone number

Filling in values

On the customer form, switch to the Custom Fields tab (only shown when at least one field exists for customers). On a lead, scroll to the Custom Fields section near the bottom of the form. Save persists the values transactionally with the parent record — if a value fails validation, the whole save rolls back.

Detail pages

Customer and lead detail pages show an Additional Information panel with the configured custom values. Empty Important fields render with an amber label as a soft prompt to fill them.

Imports

The customer import template includes one column per active customer custom field, prefixed CF: <Label>. Re-download the template after creating new fields. Bad values surface as per-row errors so the rest of the import keeps running.

Archive vs delete

Archive hides the field everywhere but keeps stored values in case you need them. Delete (admin only) permanently removes the field and every value attached to it; the confirmation prompt warns you. Use the Stats button first to see how many records hold a value.

GDPR / anonymisation

When an admin anonymises a customer, all custom field values for that customer are cleared in the same transaction as the built-in personal fields. Field definitions are unaffected; other customers’ values remain.

Things to know before you start

  • Field type is permanent. If you pick the wrong type, archive the field and create a new one with the right type.
  • The import column header is built from the Label, not the field key. Renaming a label changes the header, so any template downloaded earlier will no longer match on that column — re-download it after a rename. The field key is locked after first save and never appears in the file.
  • Removing a select option that is already in use will cause the next save of those records to fail validation. Clear or migrate the values first.
  • Unticking “Show on add form” will not get you past a required field. That toggle is stored but not yet acted on, so the field still appears on the add form and Required on create still blocks the save. If you need a field that is optional at creation time, leave Required on create unticked.
  • Custom fields are not surfaced as columns on the customer or lead grids, and cannot be filtered or sorted on there — they appear on the add and detail forms, and in the customer import. Grid columns are on the roadmap.