Things looking a little different? We're rolling out a new interface, and your account may already have it! If the steps here don't match what you're seeing, head over to How Do I Use the Tribe's New Layout - Tabbed UI? for the updated version of this guide.
Fields are the building blocks of your data in Tribe CRM. They define what information is collected, how it is displayed (how it appears in forms and detail views), and how it connects to other parts of your CRM to support automations and workflows. Each relation or activity, such as an organisation, contact, or deal, is made up of fields that store key details like names, industries, phone numbers, or any custom data relevant to your business.
You use a field whenever you want to record, view, or report on specific information related to an activity or relation. Fields help structure your data so that it is consistent, searchable, and easy to use across your CRM, keeping your information accurate and aligned with your daily workflows.
By configuring fields, you control what your team sees and enters in each relation or activity form (how information is captured or displayed). You can customise field types (e.g. from text to dropdown), set required or optional fields, add a new data point to track, and decide whether a field allows multiple values. These settings help keep your data accurate, consistent, and aligned with your daily workflows.