---
title: "Custom Records & Fields"
url: https://flexie.io/resources/customization/custom-records-and-fields
description: "How to shape Flexie around the things your business actually tracks. Add your own fields to records and create entirely new record types, then link them together."
---

# Custom Records & Fields

Last updated 23 May 2026

![A Flexie contact record extended with custom fields, alongside a custom Property record type linked to its owner](https://flexie.io/image/resources/customization-custom-records-and-fields.png)

Flexie comes ready with the records most businesses need: contacts, leads, deals, invoices. But your business is unique. You probably track things no off-the-shelf CRM thinks about: properties, vehicles, projects, contracts, equipment, memberships, appointments.

This part of Flexie lets you add all of that, so Flexie holds the exact data your business runs on.

## Custom fields, your own details

A **field** is a single piece of information on a record, a name, a phone number, a date. Flexie's standard fields will not cover everything, so you can add your own.

Examples of custom fields you might add:

* A "preferred contact method" on every contact
* A "renewal date" on every customer
* A "project budget" on a deal
* A "job reference number" anywhere you need it

You add a field once, and it appears on every record of that type, ready to fill in, search by, filter on, and include in reports.

### Kinds of fields

Fields can hold different kinds of information: short text, long text, numbers, dates, yes/no choices, single-select and multi-select dropdowns, file uploads, lookups to other records, and more. You pick the kind that fits the information you are capturing.

## Custom records, your own things to track

Sometimes a field is not enough, you need a whole new **type** of thing to track. That is a **custom record type**.

Say your business manages properties. You can create a "Property" record type, give it its own fields (address, size, owner, status), and from then on Flexie has a full list of properties, just like it has a list of customers.

You can do this for anything: projects, contracts, vehicles, sites, assets, events, whatever your business runs on.

## Linking records together

Your records are not islands, they are connected. Flexie lets you link them with **lookups**:

Once records are linked, you can jump straight from one to the other, and see everything related to a record in one place: a property's owner, a project's client, a contract's deal of origin.

## Why this is powerful

When you add your own record types and fields, Flexie stops being a generic tool and becomes **your** business system. Everything else in Flexie works with your custom setup on its own:

* **[Workflow Automation](https://flexie.io/resources/workflows/overview)** can trigger on and act on your custom records.
* **[Flexie AI](https://flexie.io/resources/ai/overview)** can find, report on, and update them.
* **Dashboards and reports** can measure them.
* **[Forms](https://flexie.io/resources/forms/overview)** can collect them.

You extend Flexie once, and the whole platform extends with it.

## Day-to-day, you adjust it yourself

The structural design of your records, the fields, the types, the links, is set up during your one-time implementation, so the model fits your business from day one. From then on, day-to-day adjustments are point-and-click: add a new field, rename a label, change a dropdown's options, all on visual screens. You shape Flexie around your work without writing code or waiting for a release.

## Just ask Flexie AI

* "Add a 'contract end date' field to all my customers."
* "Create a new record type for tracking properties."
* "Link each project to the company it belongs to."

See [Flexie AI](https://flexie.io/resources/ai/overview).

## Next steps

* [Forms](https://flexie.io/resources/forms/overview): collect custom information from customers.
* [Workflow Automation](https://flexie.io/resources/workflows/overview): automate around your custom records.
* [Dashboards & Reports](https://flexie.io/resources/reports/overview): measure your custom data.