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Custom Fields

Custom Fields let you add your own data columns to contacts and companies - track any information specific to your business beyond graph8’s built-in fields.

How Custom Fields Work

Custom fields appear as additional columns in your contact and company grids. They work like built-in fields - you can filter, sort, export, and enrich them.

There are two scopes:

ScopeVisible InUse Case
GlobalAll lists across your organizationFields every team needs (e.g., “Customer Tier”, “Lead Source”)
List-specificOnly the list where it was createdFields for a specific campaign or project

Creating a Custom Field

  1. Open any contact or company list
  2. Click the + icon in the grid header (or Add Column)
  3. Enter a field name
  4. Select a data type:
    • Text - free-form text (names, URLs, notes)
    • Numeric - numbers (scores, revenue, headcount)
  5. Choose the scope: Global (all lists) or This list only
  6. Click Create

The new column appears in your grid immediately.

Using Custom Fields

In the Grid

  • Click any cell in the custom column to edit its value
  • Sort by clicking the column header
  • Filter using the column filter (text search for text fields, range for numeric)

In Exports

Custom fields are included when you export to CSV or XLSX. The column header uses your display name (not the internal udo_* name).

With Enrichment

Custom fields can be enrichment targets - use AI formulas or waterfall enrichment to automatically populate custom columns:

  1. Go to Data → Enrichment
  2. Select the list and the custom field as the target column
  3. Configure the enrichment source (AI formula, provider chain, etc.)
  4. Run enrichment

Deleting a Custom Field

  1. Click the column header in the grid
  2. Select Delete Column
  3. Confirm deletion