Dynamic CRM Fields

Custom Fields That Match How You Actually Work

Every business captures slightly different customer information. HamaraCRM® Dynamic Fields let you add the exact fields your team needs — text, numbers, dates, dropdowns, multi-select, file uploads and more — to any CRM form without coding or developer support. Fields immediately become available across forms, reports and search filters.

Field Types Available

• Text and long text — for names, notes, addresses and free-form information.
• Numbers and decimals — for ages, quantities, amounts and measurements.
• Date and time pickers — for appointments, follow-up dates and renewals.
• Dropdowns and multi-select — for branches, doctors, products, services, sources.
• Yes / No toggles — for opt-ins, consent flags and qualification questions.
• File uploads — for documents, prescriptions, ID proofs and signed forms.
• Validation rules — phone format, email format, custom regex and mandatory-field rules.

Why Dynamic Fields Matter

Static CRMs force you to fit your business into their fixed fields. Dynamic Fields invert that — your CRM matches the data your team actually captures, in the language and structure your team actually uses. The result: cleaner reports, fewer “other” entries and analytics that match how the business runs on the ground.

Built for Multi-Branch and Multi-Department Use

Configure different fields per branch or department. Your Hyderabad clinic can capture insurance details while your Bengaluru branch captures corporate-partner codes — without forcing every branch to see fields they do not use. Combine with Multi-Location Support for full branch-level configuration.

Reports That Reflect Your Fields

Every dynamic field is reportable. Filter, group and export records by any custom field. Build branch-wise, source-wise, product-wise or doctor-wise reports without exporting to Excel. Combine with Analytics & Reports for full management dashboards.

Use Cases

• Healthcare clinics capturing insurance, allergies, doctor preferences
• Sales teams tracking lead source, product interest and budget
• Customer support adding SLA, priority and product version fields
• Field service teams logging equipment serial numbers and warranty status

Pair Dynamic Fields With Dynamic Forms

Use Dynamic Fields with Dynamic Forms to expose those fields directly on website and internal forms — same source of truth, same validation rules.

Add Your First Custom Field

Talk to our team and we will help you design your custom field structure, validation rules and report filters.