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Adding custom company fields in Coffee

Learn how to add custom company fields in Coffee to organize your data.

Updated over 2 weeks ago

You can add custom columns to your company view to track specific data that is unique to your business.

How to add company fields

  1. Go to Companies in the main navigation.
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  2. You can create a new field using one of two methods:

    • Click any column header and select Manage columns.
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    • Or scroll all the way to the right and click the plus sign (+) at the top of the last column.
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  3. Click Custom Column.

  4. Select the column type that fits your data, such as text, number, or date.

  5. Type the name of your field and click Create.
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Once created, you can edit your profile view to rearrange these columns or update the information within them.

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