Create and manage fields

Create and manage fields

Find the built-in fields, add your own, and set your default currency.

Fields hold the details on your records. Ahoy calls them properties. Every object type comes with built-in properties, and account admins can add custom ones.

Before you begin

• Permissions. Only admins can create, edit, or delete properties.
• Check what exists first. Built-in properties cover the common cases, and two properties for the same thing are hard to untangle later.

See every field on an object

1. Go to Settings → CRM → Objects & Fields.
2. Choose an object type from the tabs, such as contacts, companies, or deals.
   Your custom properties are listed first. The Built-in properties card below lists everything Ahoy ships for that object type. Built-in properties can't be edited or deleted.

Create a property

1. Click Create property.
2. Enter a Label. This is the name your team sees.
3. Add a Description if it helps explain what belongs in the field.
4. Choose a Field Type, such as text, number, date, or select.
5. For a select field, add the Options people can choose from. Drag to reorder them.
6. Set a Default Value if you want one.
7. Turn on Require unique values if every record must have a different value.
8. Save the property.

TWO CHOICES ARE PERMANENT

You can't change the field type or the unique-values setting after a property is created. To change either, create a new property.

Edit or delete a property

• Edit. Open the property from the list. You can change its label, description, and options.
• Delete. Type DELETE to confirm. Deleting hides the property but preserves the existing data. Filters or automations that use the field stop matching.

Set your default currency

1. Go to Settings → Workspace → General.
2. Choose a Default currency.
   Only admins can change it. Existing deals aren't affected, so amounts you've already entered keep their currency.

Good to know

• Fields on deal cards. To choose which fields show on a card in the Board view, go to Settings → CRM → Pipelines, edit the pipeline, and open the Card Layout tab.
• Fields during import. You can create a property in the import mapping step when a column has no match.
• Unique properties and imports. A property that requires unique values can be used to match records in an import. See How import matching works.
• Record layouts. If your workspace has layout customization, you'll find it on the same page. Choose Customize layout for an object type, or Reset to default.

Need help?

Email help@ahoy.ai or message us in your shared Slack channel.

Related articles

• How import matching works, and how to fix import errors
• Set up pipelines and stages