Categories segment companies for lists and campaigns. Custom fields extend any record — they show on the form, filter lists and export with everything else.
Custom fields
6 across 5 kinds of record
Roof typeList column
Location · Dropdown · 6 options
Roof install year
Location · Number
Portal vendor ID
Company · Text
Union shop
Vendor · Yes / no
Client PO requiredRequired
Project · Yes / no
Preferred contact method
Contact · Dropdown · 4 options
Add a field
Preview
How the form looks — fields in progress are dashed.
Location · custom fields
Custom fields are searchable from ⌘K, work as automation conditions — “Roof type is TPO and installed before 2010 → roof-inspection offer” — and map to columns in the ACT import.