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Use Settings → Data model to create and manage custom fields. Custom fields power table columns, filters, contact properties, import mapping, appointment questions, and web chat questions.

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Field settings

Each custom field includes:
  • Name
  • Type
  • Key generated from the name
  • Type-specific configuration such as options, currency, or referenced object
  • Optional description
System fields are marked System only and cannot be edited like custom fields.

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Field types

Clearline supports common field types such as text, number, date, email, telephone, currency, select, multi-select, checkbox, and object references. Select and multi-select fields can define options with labels, values, and colors.

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Archive a field

Archive a custom field when it should no longer be used. Archived fields are hidden from active configuration but retained for historical data.
Do not archive a field that is still used by imports, booking questions, web chat questions, filters, or active workflows.
Screenshot placeholder: add the data model table and create-field dialog.