The custom-fields library is the curated catalogue of typed fields a tenant can enable on accounts, contacts, opportunities, and activities. It’s the tenant admin’s most-used admin surface.
Where to find it
/admin/custom-fields in the left rail under Admin.
What you can do
- Browse the library, grouped by source pack —
corefields first, then any Vertical Pack fields if your tenant has subscribed. - Enable a field for the current Client. Disabled fields don’t appear on record edit pages and aren’t targeted by agents.
- Mark a field as required for the Client — the record edit page will refuse to save without a value.
- Extend picklist values on select / multi_select fields where the field definition allows it (
options_extendableis true). Your additions live intenant_optionsand merge with the library defaults at read time.
What you can’t do
Define new field types. Rename library fields. Change a field’s type after enabling it. These are governance guarantees that keep the auto-capture agents reliable across tenants.
Field enablement is per-(tenant, client). Enabling industry for Client A doesn’t enable it for Client B. Sibling Clients can extend picklist values independently too.