Custom fields

Every desk tracks something the standard fields don't cover — day rate, security clearance, right to work, languages. Custom fields let you add those attributes to candidates, contacts, companies, jobs and placements, and they behave exactly like built-in fields everywhere: tables, filters, kanban, imports and AI autofill.

Field types

Type	Use for
Text	Free-form values — references, IDs, notes-in-a-field.
Number / Currency	Day rates, salary bands, fee values.
Select / Status	One value from a fixed list — e.g. security clearance level. Select and status fields can power kanban columns.
Multi-select	Several values — languages, tech stack, sectors.
Checkbox	Yes/no flags — right to work, GDPR consent received.
Date	Visa expiry, available-from.
Timestamp	Date and time together.
Rating	Scored values.
Record / Relationship / User	Links to other records or to workspace users.
Location / Phone / Email / URL	Structured contact and web values.

Creating a custom field

1. Open the record list for the type you want to extend (e.g. Candidates).
2. Open the column controls and choose Create New Column…
3. Pick a name and type; for selects, define the options.
4. Save — the field is immediately available on every record of that type.

Letting AI fill a column

The field dialog ends with How this column gets filled. A column has exactly one fill mode:

• Manually — you type it. The default.
• From this record — a value computed from other fields. Write a prompt and reference other columns by typing { to pick one (for example "What industry is {Current employer} in?"). Choose whether Kepler fills the column if empty, only suggests a value, or always recomputes it — always is the only unattended writer, and it locks the cell against manual edits.
• From source content — a fact read from documents and conversations. Tick the sources it may read (Primary CV on candidates, Emails and meetings on any record type), then choose whether a newer source wins (latest wins) or values merge (accumulate).

Values that need a decision arrive in Notifications for approval rather than being written silently. Which communication sources AI may read at all is a workspace-wide setting under Settings → AI, not a per-column one.

Where custom fields show up

• Record pages — editable on the Overview tab.
• Tables — add them as columns and edit inline.
• Filters & sorting — filter and sort any view by them.
• Kanban — a select/status custom field can be the grouping for a kanban view.
• Imports — map CSV columns into them.
• AI autofill — the CV parser and email analysis can populate them when the source material contains the answer.