> For the complete documentation index, see [llms.txt](https://biglead.gitbook.io/biglead-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://biglead.gitbook.io/biglead-docs/en/categories/4.-custom-fields.md).
# 4. Custom fields
### 1. Introduction to Dynamic Fields
The **Dynamic Fields** feature allows businesses to create custom data fields that match their specific customer management requirements and business workflows.
In addition to the default customer information, such as:
* **Full Name**
* **Phone Number**
* **Email Address**
Businesses can create additional custom fields, including:
* **Budget**
* **Lead Source**
* **Contract Signing Date**
* **Customer Type**
* **Order Value**
By using Dynamic Fields, businesses can customize their CRM to capture the information that matters most, making the system more flexible and better aligned with their real-world sales and operational processes.
### 2. Creating a New Dynamic Field
#### Step 1: Create a New Dynamic Field
From the **Dynamic Fields** management screen:
* Click the **Create New** button.
The system will open a **New Dynamic Field** form, where you can configure the custom field by entering the required information.
#### Step 2: Enter the Field Information
Enter the required details for the new dynamic field, including:
* **Field Name**
* **Description** (optional)
**Example:**
* **Field Name:** Customer Budget
Provide a clear and descriptive field name so that users can easily understand its purpose when entering or viewing customer information.
#### Step 3: Select the Dynamic Field Type
Biglead CRM supports multiple field types to accommodate different business requirements. Choose the field type that best matches the data you want to collect.
**Text**
Use this field type to enter free-text information.
**Examples:**
* Occupation
* Company Name
* Customer Requirements
**Number**
Use this field type for numeric values.
**Examples:**
* Customer Age
* Product Quantity
**Date**
Use this field type to select a date.
**Examples:**
* Date of Birth
* Contract Signing Date
**Currency**
Use this field type for monetary values.
**Examples:**
* Customer Budget
* Order Value
**Select List**
Use this field type to create a predefined list of options, allowing users to select a single value from the list.
**Examples:**
**Lead Sources:**
* Facebook
* TikTok
* Website
* Zalo
**Customer Status:**
* Prospective Customer
* In Consultation
* Contract Signed
Selecting the appropriate field type helps ensure consistent data entry, improves data accuracy, and makes customer information easier to manage and analyze.
#### Step 4: Save the Dynamic Field
After completing all the required information:
* Click **Save Dynamic Field**.
The system will automatically create the new dynamic field and make it available in the **Customer Information** section of the CRM, where users can begin capturing the additional data for customer records.
### 5. Using Dynamic Fields in CRM
Once a dynamic field has been created, it will automatically appear in the following areas of the CRM:
* **Customer Profile**
* **CRM Information Form**
* **Customer Details**
Users can then use these custom fields to:
* **Capture additional customer information** relevant to their business.
* **Classify customers more precisely** using customized data.
* **Search for and filter customer records more efficiently** based on the information stored in the dynamic fields.
By extending the standard customer profile with custom fields, businesses can tailor the CRM to their unique processes and gain deeper insights into their customer data.
### 6. Benefits of Using Dynamic Fields
The **Dynamic Fields** feature provides businesses with greater flexibility by allowing them to customize the CRM according to their specific operational needs.
Key benefits include:
* **Customize the CRM** to match your unique business processes and requirements.
* **Maintain more comprehensive customer records** by capturing business-specific information.
* **Support sales and customer service teams** with the data they need to deliver more personalized and effective customer interactions.
* **Streamline business operations and customer management** through a more organized and adaptable CRM system.
By leveraging Dynamic Fields, businesses can build a CRM environment that reflects their workflows, improves data quality, and enhances overall operational efficiency.