> ## Documentation Index > Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt > Use this file to discover all available pages before exploring further. # CRM Basics & Custom Fields > Control how contacts are captured and define custom fields for contacts and companies **Plan availability:** Startup or higher. See [Plans & Billing](/features/settings/plans). CRM Basics controls how your agent captures people who contact you and lets you tailor the data you keep on contacts and companies. ## Contact Scope Choose whether contacts are shared across every agent in the workspace or kept private to a single agent. Every agent in this workspace sees the same contacts. Useful when multiple agents serve the same customers and you want a unified record. Contacts are isolated to this agent only. Useful when agents serve completely separate audiences and you don't want their records mixed. Most teams should start with **Workspace** so a customer who calls one agent and texts another shows up as a single contact. ## Auto-Capture Settings Toggle whether the agent automatically saves a new contact whenever someone reaches out on a given channel. When enabled, an inbound call will create a contact using the caller's phone number. The contact is saved even if the call is brief. When enabled, an inbound text creates a contact using the sender's phone number. When enabled, an inbound email creates a contact using the sender's email address. Their name is captured too if it's available in the message. Auto-capture only adds the basics — phone number or email. Richer details (full name, company, custom fields) are filled in by the agent during the conversation or by you on the contact page. ## Custom Fields Custom fields let you store extra information on contacts and companies that's specific to your business — things like lead score, account type, or referral source. ### Field Types Single-line text Numeric values A date A specific date and time Pick one option from a list you define Pick multiple options from a list you define A simple yes / no toggle A web address An email address A phone number ### Adding a Custom Field Find the **Contact Custom Fields** or **Company Custom Fields** card. A dialog opens for the new field. Enter a clear label (e.g., "Lead Score" or "Account Type") and an optional description to help your team understand when to use it. Choose the type that matches the data you'll store. For Dropdown or Multi-select, list each option on its own line. Toggle "Required field" if the field must be filled in to save a contact or company. The field appears immediately on every contact or company in the workspace. ### Editing and Deleting Fields You can rename a field, edit its description, change its options (for dropdowns), or toggle whether it's required at any time. The field type itself can't be changed once created — delete the field and create a new one if you need a different type. Deleting a field removes it from your forms and contact pages. Existing values stored in that field are preserved on each record but become read-only. Return to Settings overview