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.
NEW: Custom fields everywhere
Harmonic supports:
Global fields
Local fields (list-specific)
With global fields, you can access your custom data across all product surfaces: Searches, Lists, Chrome Extension!
Custom field setup
Each custom field represents a piece of information you want to track. To add a new custom field to your list:
From a List
Open your list (to create a list, follow these steps)
Click
"Add”then“Custom Field"
Choose your field type
Select from Text, Number, Person, Date, Status, Single select, Multi select, URL, and Checkbox
Configure field settings
Name your field
Set default values (if applicable)
Configure field-specific options
From a Search
Open a new or existing search
Click only any column header and select "Insert left" or "Insert right"
Select "Create custom field"
Choose your field type
Select from Text, Number, Person, Date, Single select, Multi select, URL, and Checkbox
Configure field settings
Name your field
Set default values (if applicable)
Configure field-specific options
Filter on custom fields
From a search, select the Advanced filters tab. Here you can filter on any global custom field you've added to Harmonic.
From a list, select "Filter" in the top right corner of the grid. Here, you can apply both global and local (list-specific) filters to your list view.
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: |
Person | Assign team members to entries. Useful for tracking account owners, project leads, or other responsibilities. Choose between single assignee or multiple team members. |
Date | Date fields help track timelines and deadlines. They include a calendar picker and support different date formats. Default to current date supported. |
Status (Local only) | 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. |
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:
|  |
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
Need to convert field(s) from local to global?
Reach out to your Harmonic Account Manager or support@harmonic.ai for assistance.