There are some limits to the amount of custom fields you can create in Teamleader Focus. Read this article to find out about them.
Limits
- 50 custom fields for each of these modules: Contacts, Companies, Deals and Projects
- 25 custom fields for each of the other available modules
- 10 custom fields of the type "Multiple selection"
- There is a limit of 3 searchable custom fields, but you can always create a segment on them to have an overview
The above limits can't be raised any further. We can however give you some tips on the use of your custom fields so you can possibly eliminate some:
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A custom field created for a specific module can often also be used in document templates of other modules. For example, a company custom field can be added to a deal or invoice template, without needing to recreate that field on the deal or invoice level.
In this article, you’ll find an overview of which custom fields can be used in which templates.Please note: if you want to use these custom fields for segmentation, you do need to create them within the specific module you want to segment on. The only exception is for contacts, where you can segment based on company segments, which can be based on custom fields.
- When you have a lot of yes/no fields, try to group them in a multiple selection field.