> For the complete documentation index, see [llms.txt](https://squarebox-ai.gitbook.io/squarebox/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://squarebox-ai.gitbook.io/squarebox/customers-and-segments/custom-columns.md). # Custom Columns ## Why Use Custom Columns? Custom columns help you: * Track additional information like **Budget Range**, **Follow-Up Date**, or **Lead Preferences**. * Customize your database to align with offline systems and specific workflows. * Enable advanced filtering and segmentation using tailored data fields. *** ## How to Create Custom Columns ### **Step 1. Navigate to Settings**

Screenshot of the Squarebox dashboard with the **Settings > Custom Columns** option highlighted

### **Step 2. Add a New Custom Field** Click **Add New Custom Field** to open the form

Screenshot showing the **Add New Custom Field** button

### **Step 3. Choose Input Type**

Screenshot of the input type dropdown, showing options like Text, Number, Date, Checkbox

**Options include:** * **Text**: For freeform inputs such as “Lead Notes” or specific customer comments. Ideal for capturing open-ended details. * **Number**: For numeric values like “Budget,” “Property Size,” or any quantifiable data related to your customers. * **Date**: For important dates such as “Site Visit Date,” “Follow-Up Date,” or “Contract Expiry Date.” Helps in tracking time-sensitive actions. * **Checkbox**: For boolean fields like “Follow-Up Done” or “Agreement Signed.” Use this to track yes/no statuses efficiently. * **File URL**: To store links to documents, images, or any external files associated with the customer, like “Property Brochure” or “Contract Document.” * **Dropdown**: For predefined options such as “Preferred Property Type” (e.g., 2BHK, 3BHK) or “Lead Priority” (High, Medium, Low). Ensures standardized data entry. * **Radio Button**: For single-choice options like “Contact Preference” (e.g., Email, Phone, WhatsApp). Useful for guiding specific workflows. ### **Step 4. Enter Field Name** Example: Enter "Budget Range" as the field name

Once all details are entered, click the **Create Field Button** to add the custom field.

Screenshot of the newly created custom field appearing in the list

## Editing and Managing Custom Columns ### **Edit a Field**: You can easily modify or manage your custom columns: * **Edit a Field**: Click the **Pencil Icon** next to the custom field to rename it or change its input type. * **Disable a Field**: Use the toggle switch to hide the field without deleting its data.

Screenshot showing both the edit icon and the toggle switch in action

### **Use Cases** Here are some examples of custom fields you can create: * **Budget Range**: Capture the financial capacity of your customers. * **Lead Owner**: Assign a specific team member to a lead. * **Follow-Up Date**: Record when the next action is due. * **Property Preference**: Track specific customer interests, like 2BHK or 3BHK ### **Best Practices** * Create custom fields before importing customer data to ensure alignment. * Regularly review and update custom fields to match evolving business needs. * Use custom fields in filters and segments for more targeted campaigns.