Creating a Custom Field in GGMS CRM

Overview

Custom fields allow you to store additional information about your contacts beyond the default fields provided in the system. For example, you might want to track a contact’s favorite food, preferred neighborhood, referral source notes, or other custom details.

Fields appear directly inside the contact profile and can be grouped into sections for better organization.

How to Create a Field

Follow these steps to create a new field in GGMS CRM.

1. Open Settings

• Click Settings in the CRM.

2. Navigate to Fields

• Select Fields from the settings menu.

3. Create a New Field

• Click Create Field.

4. Select the Object

• Choose the object where the field will live.

• Currently, Contact is the available object.

5. Choose a Group (Optional)

• Groups help organize fields inside the contact profile.

• Example: Buyer Profile

6. Enter the Field Label

• This is the name that will appear in the contact record.

• Example: Favorite Food

7. Select the Field Type

Choose the type of field depending on the data you want to store. For example:

• Single Line Text – short text entries (best for items like Favorite Food)

• Date Picker – selecting dates

• Additional field types may be available depending on the data you want to capture.

For this example, choose Single Line Text.

8. Click Create

• Click Create to save the new field.

Where the Field Appears

Once created:

• The new field will appear in your Fields list.

• It will also automatically display inside the Contact Profile under the group you selected (for example, Buyer Profile).

You can now start adding data to this field for your contacts.

Example Use Case

You may want to create fields like:

• Favorite Food

• Preferred Neighborhood

• Home Style Preference

• Timeline to Buy

These fields allow your team to personalize conversations and keep track of important details about each lead.