Custom Fields in 17hats allow you to track the exact details your business needs beyond the default contact and project information. In this tutorial, you’ll learn how to create Custom Contact and Project Fields, choose the right field type, and understand where those fields appear inside your account. You’ll also see how Custom Fields connect to tokens so you can automatically personalize emails, contracts, questionnaires, and lead capture forms without retyping information. If you want more organized data and smarter automation inside 17hats, this walkthrough will show you how to set it up correctly from the start.
