Custom Fields & Smart Filters

Track what matters to your business. Build saved filters and act on them in bulk.

FieldStone — Contacts

Your fields, pinned as columns

All contactsClientsLeads
ClientRoof typeGate codeCrew
Maria LopezAsphalt shingle#4417Nate
Dan ParkStanding seamIvy
Ava ChenFlat / TPO#2210Nate
Ben OrtizAsphalt shingle#9052Ivy

Early access

Open

Based in

Kalamazoo, MI

Setup

We do it with you

Contract

None

Field builder

Your CRM, your fields

Track the things that matter to your business — roof type, gate code, preferred crew, last service date. Custom fields show up on the contact page, on tables, and in filters.

  • Pin custom fields to your contact and company tables
  • Required fields enforced on inbound forms
  • Reorder, edit, or hide fields any time
New field

New custom field

Field name

Gate code

Type

Text

Applies to

ContactsCompaniesBothJobs

Pin to table

Shown as a column
Create field

Smart filters

Auto-fill, no typing

Add a hint to any field — like "property type" or "preferred contact time" — and FieldStone reads notes, calls, and texts to fill it in. Review and accept with one click.

  • Hints describe what to look for
  • Fills from notes, calls, texts, and emails
  • One-click accept or edit
See the copilot assistant
FieldStone — Saved filter

Leads with no activity in 30 days

No activity · 30 daysAll leadsClients
LeadLast touchSourceStatus
Dan Park34 daysWeb formCold
Ava Chen41 daysMissed callCold
Ben Ortiz52 daysReferralCold
Text all 14

What your own fields unlock

Build any field you need

Text, number, date, select, multiselect, boolean, URL, email, phone — for contacts and companies.

Auto-fill from your data

Tag a field with a hint and FieldStone fills it in by reading the client's history.

Smart filters & bulk actions

Save filters like 'Leads with no activity in 30 days' and tag, assign, or message them in bulk.

Ready to try custom fields & smart filters?