How to create a custom field
Add your own fields to People, Companies, or any record type to track data that isn't built in.
Kaliun's default fields cover the basics. If you need to track something specific to your business — "referred by", "preferred contact time", "license number" — add a custom field.
Open Settings
Click your profile picture (top-right) and pick Settings.
Go to Objects → [Object type]
From the Settings sidebar, click Objects. Pick the record type you want to extend — usually People or Companies.
Click "Add Field"
Opens a form where you pick the field type and give it a name.
Pick the field type
- Text — short strings like "license number"
- Long text — multi-line notes
- Number — quantities, counts
- Currency — money values
- Date — a single date
- Select — pick one from a list you define
- Multi-select — pick many from a list
- Checkbox — yes/no
- URL — clickable link
- Relation — link to another record
For most custom fields, Text or Select is what you want.
Name the field
Give it a clear name — "Referred By", "Preferred Contact Time", "Spouse Name". This is what you and your team will see everywhere.
Click "Save"
The new field immediately appears on every record of that type, ready to fill in.
Where your new field appears
Once created, the field shows up in:
- The record detail page under the Overview tab
- The table view as an optional column (you turn it on from the column picker)
- Filters and saved views
- CSV imports — map your spreadsheet column to this field
- Workflow variables — use it in email templates and conditions
- Exports
Removing a field
Go back to Settings → Objects → [Type], click the field, and hit Delete. Kaliun warns you how many records have data in it before you confirm. Deleted field data cannot be recovered.
Be careful with deletion — if you delete a "License Number" field with 500 license numbers in it, that data is gone. Export first if you're not sure.