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Standard contact fields cover the basics — name, phone, email, address — but every business collects different information. Custom fields let you extend the contact record with any additional data your team needs, from property type and budget range to preferred appointment time or homeowner status. Custom fields you create appear on the contact detail page and can be filled in manually, imported via CSV, or synced automatically from GoHighLevel.

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Field Types

When you create a custom field, you choose the type of data it stores: For Dropdown (Single), Dropdown (Multiple), Choosing Options, and Radio Select fields you define the available options when you create the field.

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Organizing Fields into Groups

Custom fields are organized into groups, which are collapsible sections on the contact detail page. Create a group for each category of information — for example, a “Property Details” group for real estate or a “Vehicle Info” group for auto dealers.
Plan your groups before you start creating fields. Keeping related fields together makes the contact detail page easier to scan and reduces the chance of duplicating information.

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Creating a Custom Field

1

Open Custom Fields settings

Go to Settings → Custom Fields in the left sidebar.
2

Create or select a group

Custom fields must belong to a group. Click Add Group to create a new one and give it a name, or select an existing group to add fields to it.
3

Add a field to the group

Inside the group, click Add Field. Enter a Field Name — this is the human-readable label shown on the contact detail page.
4

Choose the field type

Select the field type from the dropdown. If you choose Dropdown (Single), Dropdown (Multiple), Choosing Options, or Radio Select, add your predefined options in the Options list.
5

Add a placeholder or description (optional)

A Placeholder is the hint text shown inside the input when it is empty. A Description adds a brief explanation below the field label to guide your team.
6

Save the field

Click Save. The field is immediately available on all contact detail pages in your workspace and in any qualification goal configuration.

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Field Keys and Merge Tags

Every custom field has an automatically generated field key — a short, lowercase identifier derived from the field name (spaces and special characters are replaced with underscores). The field key is used to reference this field in campaign messages and AI prompts. To insert a custom field value into a campaign message or prompt, use the merge tag format:
For example, a field named “Property Type” would have the key property_type, and you would reference it in a message as:
Field keys are generated from the field name at creation time and cannot be changed afterward. Choose clear, descriptive names so the resulting key is easy to read and use in merge tags.

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Best Practices

Field keys are auto-generated from the field name. Avoid names that produce confusing keys — for example, a field named “Q1 2024 Budget?” produces the key q1_2024_budget. Clear, noun-based names like “Annual Budget” or “Home Square Footage” produce cleaner, more readable merge tags.
Instead of a free-text field for yes/no or small fixed lists, use a Radio Select or Checkbox field. It enforces consistent values and makes filtering easier.
Myna already has standard fields for phone, email, address, and notes. Create custom fields only for data that is not covered by the standard set.

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Using Custom Fields in Qualification Goals

Custom fields integrate directly with Myna’s qualification system. When configuring a campaign, you can add a Qualification Goal that targets a custom field — for example, “Ask the contact for their property budget and save the answer to the property_budget field.” The AI agent will ask the appropriate question, capture the answer, and store it in the custom field on the contact record automatically.

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Syncing Custom Fields from GoHighLevel

If your workspace is connected to GoHighLevel, you can map GHL custom fields to Myna custom fields using the Custom Field Mapping tool in the Integrations page. When you import contacts from GHL, their custom field values are written directly into the mapped Myna fields. See the GoHighLevel integration guide for details on connecting and running a field mapping sync.

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Enabling and Disabling Fields

Each custom field and each group has an Enabled toggle. Disabled fields are hidden from the contact detail page but their data is preserved. This is useful for archiving fields that are no longer actively used without deleting their historical data.

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Reordering Fields and Groups

Drag fields within a group to reorder them. Drag groups to change the order they appear on the contact detail page. The order is saved automatically.