This article covers how to create, organize, edit, and delete custom fields for contact and company records in Keap™. Custom fields allow storage of additional information beyond the default contact fields, such as data used for reporting or email merge fields.

Custom field limits by plan: Keap Lite and Pro accounts can create up to 100 custom contact fields; Keap Max accounts can create up to 150 custom contact fields. All accounts can create up to 100 custom company fields, which are separate from contact custom fields.

Access Custom Fields Management

1. Select the user avatar and choose Settings.

   

   The screenshot above shows the Settings option in the Keap avatar menu.

2. Select Custom fields from the settings options.

   

   The screenshot above shows the Custom fields option in Keap Settings.

3. Select whether to manage contact or company custom fields.

   

   The screenshot above shows the contact and company toggle in the Custom Fields management page.

   

   The screenshot above shows the Custom Fields management page with existing fields listed.

Create a Custom Contact Field

1. From the custom fields management page, select the add icon above the list of custom fields.

   

   The screenshot above shows the add icon on the Custom Fields management page.

2. Enter a name for the custom field.

3. Select the custom field type.

   

   The screenshot above shows the field type dropdown on the new custom field form.

4. Select whether the custom field should always be visible on all contact records in the edit view. If not selected, the field must be added to each contact manually.

   

   The screenshot above shows the Always shown option on the new custom field form.

5. Select Create field.

Organize Custom Contact Fields

• Use the search field to locate custom fields by keyword.

  

  The screenshot above shows the search field on the Custom Fields management page.

• Select the sort icon to organize custom fields alphabetically, reverse alphabetically, or grouped by field type.

  

  The screenshot above shows the sort options panel on the Custom Fields management page.

• Select the filter icon to choose which field types appear in the custom fields list.

  

  The screenshot above shows the filter options panel on the Custom Fields management page.

Edit a Custom Contact Field

1. Select the custom field to edit.

   

   The screenshot above shows a custom field selected in the Custom Fields management page.

2. Review the field details and select the properties to change.

   

   The screenshot above shows the custom field detail view with editable properties.

3. Make the changes to the custom field.

   

   The screenshot above shows a custom field being edited in Keap.

4. Select Save changes.

   

   The screenshot above shows the Save changes button in the custom field editor.

Delete a Custom Contact Field

Warning: Deleting a custom field permanently removes the field and all data it contains across all contact records. Review how many contacts are using the field before deleting.

The screenshot above shows the contact usage count on a custom field detail view.

1. Select the custom field to delete.

2. Select Delete field.

   

   The screenshot above shows the Delete field button on the custom field detail view.

3. Select Delete field again to confirm the deletion.

   

   The screenshot above shows the custom field deletion confirmation prompt.

Frequently Asked Questions

What does this article cover?

This article covers how to create, organize, edit, and delete custom fields for contact and company records in Keap.

How many custom fields can be created?

Keap Lite and Pro accounts can create up to 100 custom contact fields. Keap Max accounts can create up to 150 custom contact fields. All accounts can create up to 100 custom company fields, which are counted separately from contact custom fields.

Where can I learn about the available custom field types?

For a full list of custom field types and their descriptions, see custom contact field types in Keap.

What does the Always shown setting do?

When Always shown is enabled, the custom field appears automatically on all contact records in the edit view. When it is not enabled, the field must be added to each contact record manually.