Custom fields are a powerful feature that enables Admins to track specific data points their team cares about most that are not covered by Thrive’s default fields.
Note: At this time, custom fields are not filterable. This is a high-priority product area that our team is focusing on. If you have any questions or feedback, please contact our support team.
Available Custom Field Types
The table below breaks down currently available field types. Read through the definitions and examples to identify which custom fields you want to add to your system.
Field Type | Definition | Example |
Boolean | A field that can only store one of two possible values, typically representing a true/false or yes/no, | Chartered Financial Analyst (CFA) Certification–YES |
Date | A field designed to store a specific calendar date, selected from a calendar picker | Obtained Chartered Financial Analyst (CFA) Certification–10/20/2012 |
Number | A field that stores numerical values, including whole numbers and decimals | Board Seat Positions Held: 3 |
Currency | A numerical field that stores monetary values (currently only available in USD) | Earnings per Share (EPS): $1 |
Percentage | A numerical field formatted to represent a percentage | Commission Percentage: 6% |
Text Field | A basic field that stores a single line of alphanumeric characters, suitable for short pieces of text | Candidate Source: August Campaign |
Description | A field designed to store longer blocks of text, spanning multiple lines and suitable for notes and extensive comments | Candidate Superpowers: Eleana describes her superpowers as emotional intelligence, resilience, and adaptability because.. |
SIngle Select | A field that allows users to choose only one option from a predefined list of values in a dropdown menu | Candidate Tier: Level 1, Level 2, or Level 3 |
Mult-Select | A field that allows users to choose one or more options from a predefined list of values | Product Interests: PLG, Freemium, Usage-Based, Sandbox |
Person Lookup | A field that allows you to link a specific record to a person within the database. When you select a value, it's not just text, but a direct link to that person's profile. | Executive Sponsor: David Hartsman |
Company Lookup | A field that allows you to link a specific record to a company within the database. When you select a value, it's not just text, but a direct link to that person's profile. | Investor: Kline Enterprises |
User Lookup | A field that allows you to link a specific record to a user within the database. When you select a value, it's not just text, but a direct link to that person's profile. | Experience Verification: Katie Grimes |
How to Create a Custom Field
Only administrators can create and configure custom fields within the admin portal under the "Customization" section.
Go to Admin > Customization > Custom Fields.
Click to create a new custom field.
Specify the Label (the name of the field).
Select where the field will appear in the app (e.g., Project Overview Tab, Person Profile, Company Profile).
Under Type, choose the desired field type that best matches how you want your data to display.
Save the custom field.
Once created, navigate to a record (Project, Person, or Company) where the field was configured to appear.
Click on the new custom field and enter the desired value.
Save the record. The data will appear in the custom field.
Can I delete custom fields?
Yes, but only if they are not in use, meaning no values have been entered and saved on people, company, or project records within your database. If data has been entered and saved, you won’t be able to delete a custom field, but you can change its visibility to hidden so that the information does not appear. This can be accomplished in the Admin Section (Admin → Customization → Custom Fields → Click More Options on the Custom Field → Edit → Status → Toggle Off “Visible”)
Can I edit a custom field type after it’s been created?
Yes, but only if the existing field has no saved values for people, company, or project records within the database. If data has been entered and saved, you won’t be able to edit the custom field type, but you can create a new custom field with a different type.