HighLevel Adds New Custom Field Types

TL;DR

HighLevel released several new custom field types to enhance data management. No immediate action is required from agency owners.

Who this affects

This update affects all agency owners and their clients who use custom fields for managing data within HighLevel. It provides new options for data capture and organization.

What changed

HighLevel has introduced several new custom field types and enhancements to existing ones:

• URL fields now allow specific control over accepted domains. Options include allowing all domains, restricting to specific domains, or blocking specific domains.
• Date & time fields now offer more format flexibility, including date & time, date-only, or time-only.
• Selectable dates in Date & time fields can now be restricted to future dates, past dates, or a specific date range.
• A new 'Users' field type allows associating one or multiple HighLevel users with a record.
• Users assigned via the 'Users' field automatically receive follower-level access to the associated record.
• Radio button options can now include images or icons for better visual representation.
• Checkbox options can now include images.
• A new 'Rich text' field type supports advanced formatting, such as bold, italics, headings, and lists.
• HighLevel has not confirmed who is affected, where in the product these changes are found, what these changes replace or break, limits or plan gating, or the rollout status.

Where to find it

HighLevel has not published the exact navigation path for these new custom fields. Based on typical custom field management within HighLevel, they will likely be found in the Settings section under Custom Fields, accessible at the account or sub-account level.

How agencies will use this

Agencies can leverage these new custom fields to build more robust and specific data collection forms and automations. For example, a SaaS client might need to collect partner website URLs, and the new URL field with domain controls can ensure only approved domains are submitted. This prevents invalid entries at the point of data capture. For lead management, an agency could use the new 'Users' field to assign multiple sales reps to a single lead record, automatically giving them follower access. This simplifies collaboration and ensures all relevant team members are kept in the loop on lead progress. The flexible date & time fields would allow a service-based business to precisely schedule appointments, restricting choices to future dates only. The new rich text field can be used for internal notes within a contact record, allowing for more structured and readable commentary than a plain text field.

Our take

This is a major update for anyone building out sophisticated CRMs or customer management systems within HighLevel. The enhancements to custom fields significantly improve data integrity and flexibility. It addresses several long-standing requests for more control over data types. While HighLevel has not confirmed many details, the capabilities themselves are impactful.