Creating Custom Fields | Harmonic Guides

Custom fields in Harmonic allow you to track and manage company and people information that matters specifically to your organization. Whether you're tracking deal stages, monitoring prospect engagement, or managing internal ownership, custom fields help you organize data beyond our comprehensive datasets.

Creating Lists

Lists are containers for your custom fields and the companies/people you want to track. To create a list:

Navigate to Lists on the main navigation bar
Click "Create New List"
Choose Company List or People List
Name your list
Choose sharing settings (Private/Shared)

For more detailed information about lists, see our complete lists guide.

Custom Field Setup

Each custom field represents a piece of information you want to track. To add a new custom field to your list:

Open your list
Click "Add” then “Custom Field"
Choose your field type
1. Select from Text, Number, Person, Date, Status, Single select, Multi select, URL, and Checkbox
Configure field settings
1. Name your field
2. Set default values (if applicable)
3. Configure field-specific options

Supported Field Types

Field Type	Description
Text	Text fields store written information. Use single-line text for brief entries like titles or references, and multi-line text for detailed notes or descriptions.
Number	Track numbers with formatting options for: • Plain numbers (e.g., lead score) • Percentages (e.g., probability) • Currency (e.g., deal size)
Person	Assign team members to entries. Useful for tracking account owners, project leads, or other responsibilities. Choose between single assignee or multiple team members. Note: Person field is auto-populated with user names in Harmonic.
Date	Date fields help track timelines and deadlines. They include a calendar picker and support different date formats. Default to current date supported.
Status	Similar to select fields but designed specifically for workflow stages. They include visual indicators and are perfect for pipeline management.
Select	Select fields provide predetermined options. You can add, remove, or reorder options anytime, and color-code them for visual organization. • Single-select: One choice from options (e.g., Deal Stage) • Multi-select: Multiple choices (e.g., Products of Interest)
URL	Store and validate URLs. These fields automatically format and verify web addresses.
Checkbox	Simple true/false fields for tracking binary states like "Contacted" or "Contract Signed".

Managing Custom Fields

	Action	Experience
Field Values	Click any cell to edit individual values
Field Controls	Every field has a menu of options accessible via the column header dropdown: Edit field settings and properties Duplicate a field Hide/show fields in your current view Sort data ascending or descending Filter entries based on field values Insert column (insert left/right) Delete field

Bulk Management via API

Bulk operations on custom fields are only supported through our API. For more details, check out our Custom Fields API Guide for how to's and our Harmonic API reference for endpoint details.

Best Practices

Plan your field structure before creating fields
Use clear, consistent naming conventions
Choose appropriate field types for your data
Regularly review and clean up unused fields
Document field purposes and valid values
Set default values where appropriate