Who This Is For / When to Use
Use Custom Fields when you need to store information that is not included in Kyrios standard fields, such as lead qualification details, preferences, internal notes, or custom business data.
What Are Custom Fields
Custom Fields are user-defined fields attached to an account’s contacts or objects. They are centralized, meaning once created, they can be used anywhere in Kyrios where contact data is available.
Custom Fields can be:
Displayed on contact profiles
Collected through forms and surveys
Used in workflows and automations
Inserted into emails, SMS, and templates
Organized into folders for clarity
Step 1: Create a Custom Field
Navigate to Custom Fields
Go to Settings (bottom-left).
Select Custom Fields.
Click All Fields.
Click Add Field.
Choose a Field Type
In the New Custom Field modal, select the field type.
Available Custom Field Types
Single Line Text
Multi Line Text
Text Box List
Number
Phone
Monetary
Checkbox (multiple selections allowed)
Dropdown (Single)
Dropdown (Multiple)
Radio Select
Date Picker
File Upload (PDF, DOC/DOCX, JPG/JPEG, PNG, GIF)
Signature
Important: Once a Custom Field is created, the field type cannot be changed. To use a different type, you must delete the field and create a new one.
Configure Field Details
Fill in the field settings:
Field Name – Displayed on the contact profile and optionally on forms.
Object – Select the object (for example, Contact).
Placeholder – Helper text shown inside the field (for text-based fields).
Prefill (Forms & Surveys) – Default value if applicable.
Group – Assign the field to a folder for organization.
Click Save when finished.
Step 2: Use Custom Fields
Use Custom Fields in Forms & Surveys
Open a Form or Survey.
In the builder, open Custom Fields.
Drag and drop the field onto the canvas.
Custom Fields created in Forms or Surveys are saved globally but cannot be permanently edited or deleted from the builder.
Use Custom Fields in Messages & Templates
Custom Fields can be inserted dynamically into:
Email templates
SMS messages
Workflow actions
They appear under Custom Fields when inserting merge values.
Use Custom Fields in Workflows
Custom Fields can:
Trigger workflows when updated
Be updated by workflow actions
Be used in conditions and filters
This allows automation based on any custom data you collect.
Step 3: Organize, Edit, or Delete Custom Fields
Edit or Delete Fields
Go to Settings > Custom Fields.
Select one or more fields.
Click Bulk Actions.
Choose Edit, Delete, or Move to Group.
Use Custom Field Folders
Folders help keep large numbers of Custom Fields organized.
Create folders from the Folders tab.
Move fields into folders manually or via bulk actions.
Folders appear on the contact card for cleaner data views.
Reorder Fields on Contact Profiles
You can change how Custom Fields appear under Additional Info on a contact:
Hover over the field.
Drag the three horizontal lines on the left.
Drop the field in the desired order.
Common Issues and Fixes
I need to change a field type
Custom Field types cannot be changed. Delete the field and create a new one with the correct type.
I can’t edit or delete a field in a form
Fields created or used in Forms and Surveys must be edited or deleted from Settings > Custom Fields, not from the builder.
My contact profile looks cluttered
Use folders and field reordering to group related fields and reduce visual noise.
Best Practices
Plan your Custom Fields before creating them.
Use clear, descriptive field names.
Always assign fields to folders.
Reuse Custom Fields across forms, workflows, and messaging.
Periodically review and delete unused fields.