Custom Fields & Folders UI Revamp

Custom Fields & Folders UI Revamp

CRM and Pipelines| General
April 09, 2026•1 min read

Custom fields are an essential tool to gather specific customer information that goes beyond standard data points. To help you make the most out of this tool, we’ve made some improvements to how the fields are organized, created, and managed. Let's check the changes!

⭐️How Will These Changes Affect You?:

  • Improved UI Design: a cleaner interface and new visual indicators to identify unique and searchable fields for better usability and faster navigation.

    a

  • Object-Based View Selection: easily switch between different object views, such as Contacts or Opportunities, using the top dropdown.

    b

  • Live Preview Window: instantly see how a custom field will appear on the contact page, helping you configure fields with more confidence.

    c

⭐️How To Add A Custom Field?

Let's learn how to create a custom field from scratch with these improvements.

  1. Begin by selecting the “Create Field” button in the Custom Fields Settings.

    1

  2. Select the type of field this should be.

    2

  3. Fill out the name, folder, and associated object fields as well as any other desired details.

    3

  4. Confirm the addition by clicking the “Create custom field” button.

    4

By reducing friction and improving clarity, this update helps teams work faster, make fewer errors, and manage data more efficiently at scale. Keeping your lists organized, search fields usable, and information clear. We hope you enjoy it!

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Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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