How to create, edit, or delete custom fields
Create your own fields for contacts, deals, or companies, like student goal or chosen plan, and change or delete them whenever you need.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Custom fields store what's unique to your business: the student's goal, the chosen plan, the evaluation date. They appear on the record, can be filled in by the AI and by forms, and serve as filters in contact groups.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can create fields.
Step by step
- Step 1:
Open . Choose the tab for who gets the field: Contact, Deal or Company. Here, Contact.
- Step 2:
Click Add field.
- Step 3:
Type the Field name and choose the Type: Text, Number, Date or Selection (a fixed list). For Selection, write the options separated by commas.
- Step 4:
Turn on Required only if the field must always be filled in. Click Create.
- Step 5:
The field appears in the list with its type, key, and options. The key (here, pilates_goal) is the name used by the API, by agents, and in message variables.
- Step 6:
On the Deal and Company tabs it's the same. For Deal, Applies to defines whether the field appears in all deals or only in those of one model.
- Step 7:
To change a field, click Edit on its row, make your changes, and click Update. The key doesn't change, so it won't break anything already using the field.
- Step 8:
To delete it, click Delete and then Confirm. The values already filled in for that field disappear along with it.
How to know it worked
The field appears on each contact's (or deal's, or company's) record, ready to fill in, and can be used in forms, contact groups, and by the AI.
If something goes wrong
The field doesn't appear on the deal's record.
Check Applies to: if you chose a model, it only appears in deals of that model.
I want to change the field's key.
The key doesn't change. If you need a different one, create a new field and delete the old one.
Next step
Use the field as a rule in a contact group.
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