Create custom contact fields

Custom fields let you capture details SAMI OS doesn't track out of the box — lead quality, preferred neighborhood, financing type, anything specific to how you work. You define them once in Settings, and they become available everywhere you manage contacts.

Create a custom field

Custom fields are managed under the Custom fields tab in Settings. Each field you add applies to your whole organization's contact records.

1. Open Custom fields

   Head to Settings and open the Custom fields tab. You'll see a "Create contact field" form above the list of fields you've already defined.

2. Name the field

   Type a clear, human-readable name in Field name — for example, Lead Quality. This is the label your team sees on every contact.

3. Check the API slug

   As you type the name, SAMI OS auto-generates an API slug in lower camel case (so Lead Quality becomes leadQuality). The slug is the stable key used in imports and integrations. You can edit it, but it must start with a lowercase letter and contain only letters and numbers.

4. Pick a field type

   Choose how the value is entered and stored from the Field type menu (see the full list below). For Dropdown and Multi-select, a Choices box appears — enter one option per line, or separate them with commas.

5. Create the field

   Select Create field. The new field drops into the list below, tagged with its type and a "Hidden when empty" badge, and is immediately available on your contacts.

Choosing a field type

The field type controls how a value is entered, validated, and displayed. SAMI OS supports:

• Text — a single line of free text.
• Long text — a multi-line note or description.
• Number — numeric values.
• Date — a calendar date.
• Yes / no — a simple true-or-false toggle.
• Dropdown — a single choice from a list you define.
• Multi-select — one or more choices from a list you define.
• URL — a web address.
• Phone — a phone number.
• Email — an email address.
• Currency — a monetary amount.

For Dropdown and Multi-select, the options you type into Choices are de-duplicated automatically, so a repeated value only appears once.

Where your custom fields show up

Once created, a field is ready to use across the CRM without any extra setup.

• On contact records. Custom fields appear in the Custom Fields card on a contact's profile in Contacts, where you can fill in or edit values inline. By default a field is "hidden when empty," so a record stays clean until there's a value to show.
• In the filter builder. Use your fields as criteria when you filter and search contacts to build targeted lists.
• In imports. When you bring in contacts from a CSV, map a column to a custom field's API slug so the data lands in the right place. Get the slug exactly right from the Custom fields tab in Settings.

Related articles

• Filter and search your contacts
• Import contacts from a CSV file
• Create and edit a contact