Who This Is For / When to Use
This article is for Kyrios administrators and users who need to capture additional opportunity data, customize opportunity card layouts, or control which fields are visible across pipelines or per user.
What Custom Fields for Opportunities Are
Custom fields let Kyrios capture opportunity-specific data beyond standard fields, such as internal qualifiers, sales metadata, or process-specific details. These fields apply to all opportunities and can be organized, reordered, and selectively displayed on opportunity cards.
How to Access Custom Fields for Opportunities
Custom fields are managed from the Opportunities module or from Settings.
From an Opportunity
Open an existing opportunity or click Add opportunity.
Click Add/Manage Fields in the bottom-left corner of the opportunity modal.
From the Opportunities Board
Navigate to Opportunities.
Click Manage Fields in the top-right corner.
How to Create a Custom Field for Opportunities
Custom fields must be explicitly assigned to the Opportunity object to appear on opportunity records.
Steps
Open Add/Manage Fields.
Click + Add Field.
Choose a field type (text, number, dropdown, etc.).
Enter the Field Name.
Set Object to Opportunity.
Select a Group (default or custom).
Configure optional settings if needed.
Click Save.
How Custom Field Groups (Folders) Work
Groups (folders) organize custom fields visually inside opportunity forms.
How to Create a Custom Folder
Open Add/Manage Fields.
Click Add Folder.
Enter a folder name.
Set Object to Opportunity.
Click Save.
How to Reorder Custom Fields for Opportunities
Custom fields can be reordered to control their display order in opportunity forms.
Steps
Navigate to Settings → Custom Fields.
Select Opportunity as the object.
Drag and drop fields into the desired order.
How to Manage Fields Shown on Opportunity Cards
Users can control which fields appear on opportunity cards using card customization.
Steps
Open the Opportunities board.
Click the Customize Card option.
Select the Fields tab.
Check or uncheck fields to display.
Note the 7-field maximum.
Opportunity Card Field Limits
Only seven fields can be displayed on an opportunity card at one time. If seven fields are already selected, one must be removed before another can be added.
Card Layout Options: Default vs Compact View
Opportunity cards support two layouts for visual density.
Layout Options
Default View: Displays full field labels and spacing.
Compact View: Displays a condensed card for higher pipeline density.
How to Manage Quick Actions on Opportunity Cards
Quick actions display activity counts directly on the card.
Available Quick Actions
Calls
Unread conversations
Tags
Notes
Tasks
Upcoming confirmed appointments
Steps
Open Customize Card.
Switch to the Quick Actions tab.
Enable or disable actions as needed.
Applying Card Customizations to Pipelines
Card customizations can apply to one pipeline or all pipelines.
When Saving Changes
Select All pipelines to apply globally.
Leave unchecked to apply only to the current pipeline.
Hide Empty Fields in Opportunity Records
The Hide Empty Fields option reduces clutter when viewing or editing opportunities.
How It Works
When enabled, only fields with values are shown in the opportunity editor.
Where to Enable
Inside the Edit Opportunity modal.
User-Level vs Admin-Level Customization
Opportunity customization operates at two levels.
Admin-Level
Creates, edits, deletes, and orders fields
Controls field structure and availability
User-Level
Chooses which fields appear on cards
Selects layout and quick actions
Does not affect other users
What Cannot Be Customized
Standard fields are fixed and cannot be edited or deleted. Only custom fields can be modified.
Common Issues and Fixes
A custom field does not appear on opportunity cards
Ensure the field is selected in Customize Card and the 7-field limit is not exceeded.
A field appears in forms but not on cards
Opportunity cards only display fields explicitly selected in card customization.
Another user does not see my card layout
Card customizations are user-specific unless applied to all pipelines.
Frequently Asked Questions
What are custom fields in opportunities?
Custom fields allow storing additional opportunity-specific data beyond standard fields.
Can standard fields be edited?
No. Standard fields are fixed and cannot be modified.
Can custom fields be grouped?
Yes. Custom folders can be created and assigned to the Opportunity object.
Is there a limit to card fields?
Yes. A maximum of seven fields can appear on an opportunity card.
Are card customizations shared across users?
No. Each user controls their own card view unless applying changes across pipelines.