Back to BlogSeptember 15, 20255 min read
Product Updates
Custom Fields Everywhere: Tailor TrueValue to Your Business
Create custom fields on any record type — contacts, deals, tasks, invoices — with formula fields, lookups, and conditional visibility.
P
Product Team · Product
Every business has unique data needs. Custom fields let you capture the information that matters to your specific workflows without workarounds or compromises.
Field Types
- Text, number, date, currency, and percentage
- Dropdown, multi-select, and checkbox
- Formula fields that compute values from other fields
- Lookup fields that pull data from related records
- File and image attachments
Advanced Features
- Conditional visibility — Show fields only when specific conditions are met
- Field-level permissions — Control who can view or edit each field
- Default values and validation rules
- Custom fields are fully searchable, filterable, and reportable
Related Articles
View all
Product Updates
Introducing TrueValue CRM — The All-in-One Business Platform
Today we are launching TrueValue CRM, a comprehensive platform that brings together CRM, marketing automation, payroll, appointments, and more into a single unified suite.
April 15, 20265 min read
Product Updates
The New Unified Dashboard: See Your Entire Business at a Glance
We completely redesigned the TrueValue dashboard to give you a real-time, cross-module view of your business metrics in one place.
March 18, 20265 min read
Product Updates
TrueValue Mobile: Your Business in Your Pocket
Announcing the TrueValue mobile app for iOS and Android — full CRM, appointments, and task management with offline-first architecture.
March 1, 20266 min read