> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ringingo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Set Up Custom Fields

> Extend Ringingo lead records with custom fields such as policy numbers, loan IDs, product preferences, or payment amounts.

Custom Fields extend the standard lead data schema with additional fields specific to your business requirements. Common use cases include loan application IDs, policy numbers, product preferences, payment amounts, or appointment dates.

<Steps>
  <Step title="Navigate to Custom Fields">
    Go to **Lead Management → Custom Fields** in the left sidebar menu.
  </Step>

  <Step title="Create a custom field">
    Click **+ Create Custom Field**.
  </Step>

  <Step title="Fill in the fields">
    | Field          | Description                                                                                                     |
    | -------------- | --------------------------------------------------------------------------------------------------------------- |
    | Lead Group     | The lead group this field is associated with. If blank, the field is available globally.                        |
    | Field Label    | The display name shown to agents on their call screen (e.g. "HomePhone", "AmountPaid").                         |
    | Reference Name | The internal system key used in CSV imports, API calls, and exports. Must be unique and contain no spaces.      |
    | Field Type     | Data validation applied: **Text** (free-form string), **Date** (calendar picker), or **Number** (numeric only). |
    | Field Rank     | Display order on the agent screen. Lower numbers appear first.                                                  |
  </Step>

  <Step title="Save">
    Click **Save**.
  </Step>
</Steps>

<Info>
  Plan your Custom Field schema before the first lead import. Once leads are imported with data mapped to a custom field Reference Name, changing the Reference Name is breaking the data mapping for all existing records. Reference Names should be treated as permanent identifiers.
</Info>