Enable Workspace-Level Custom Fields and Custom Field Manager for CRM Setup
T
Taylars Rikhotso
I am in the process of building a CRM and regulatory compliance management system for my business using ClickUp.
I have encountered an issue where custom fields created in one Space are not consistently available across other Spaces, Folders, and Lists. In addition, I am unable to access a dedicated Custom Field Manager to centrally manage, reuse, and deploy custom fields throughout my workspace.
My workflow requires a centralized CRM structure with linked client records, application tracking, follow-ups, reporting, dashboards, automations, and relationships. To achieve this, I need the ability to:
Create and manage custom fields at the Workspace level.
Reuse existing custom fields across multiple Spaces, Folders, and Lists.
Access a central Custom Field Manager to view, edit, organize, and deploy all custom fields.
Create relationship fields between client records and application records.
Use rollups and reporting based on those relationships.
Maintain consistent custom fields across the entire workspace without recreating them for each location.
Examples of fields required include:
Client Name
Contact Person
Company Registration Number
VAT Number
Application Type
Lead Source
Service Fee
Submission Date
Approval Date
Next Action
Next Action Due Date
Client Rating
Relationship Fields and Rollups
Could you please advise:
Whether Workspace-level Custom Fields and the Custom Field Manager are available on my current plan.
Whether these features can be enabled for my workspace.
Which subscription tier is required to access these capabilities if they are not currently included.
These features are critical for building a scalable CRM and compliance management system within ClickUp.
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