Managing Fields in Zoho One | Custom User Profile Fields Guide

Managing Fields in Zoho One

Zoho One allows administrators to extend the standard user profile with custom fields, making it possible to capture organisation-specific information that is not covered by the built-in profile attributes. These custom fields appear on user profiles and can be used to store data such as employee ID numbers, cost centre codes, or any other details relevant to your business.

Why Use Custom Fields

Every organisation has unique data requirements. The default user profile covers essentials such as name, email, department, and work location, but many businesses need to record additional attributes. Custom fields bridge this gap, allowing you to tailor the Zoho One directory to reflect your internal structure and data model without resorting to external spreadsheets or workarounds.

Accessing the Fields Section

To manage fields, sign in to the Zoho One Admin Panel and navigate to Organisation, then select Fields. This section displays all existing user profile fields, both the built-in system fields and any custom fields your team has created. System fields cannot be deleted or renamed, but custom fields can be fully managed.

Creating a Custom Field

Click Add Field to create a new custom field. You will be asked to provide a field name, choose a field type, and configure any additional settings. The available field types include:

  • Single-line text — for short text entries such as an employee ID or badge number.
  • Multi-line text — for longer entries or notes.
  • Number — for numeric values.
  • Date — for date-based information such as contract end date or onboarding date.
  • Dropdown — for selecting a single value from a predefined list.
  • Radio button — for binary or limited-choice selections.
  • Checkbox — for yes/no or multi-select options.
  • URL — for storing web links.
  • Email — for additional email addresses beyond the primary account email.
  • Phone — for telephone number entries.

Making Fields Mandatory or Optional

When creating or editing a custom field, you can mark it as mandatory. Mandatory fields must be completed before a user profile can be saved. This is useful when you need to ensure specific data is always captured, such as a cost centre code required for billing purposes. Optional fields are available on the profile form but do not block saving if left empty.

Editing and Deleting Custom Fields

You can rename a custom field or update its settings at any time by clicking the edit icon next to it in the Fields list. If a field is no longer needed, you can delete it using the delete option. Exercise caution when deleting fields, as any data stored in that field across all user profiles will be permanently lost.

Note: Deleting a custom field removes all data stored in that field for every user in your organisation. This action cannot be undone, so export or record any important values before deleting.

Field Visibility and Sync

Custom fields created in Zoho One appear on the user profile page within the Admin Panel. Depending on your configuration, some field values may also sync to individual Zoho applications such as Zoho CRM or Zoho People, making the data available where it is needed most across your suite.

Need help? Our team can help you design a clean, consistent user data model in Zoho One that supports your reporting and integration requirements. Book a discovery call with 1 Cloud Consultants.
    • Related Articles

    • Managing Organisation Information in Zoho One

      The Organisation Info section of the Zoho One Admin Panel is where administrators can view and maintain the core details that define their organisation's identity within Zoho. Keeping this information accurate ensures consistent branding, correct ...
    • Managing Products in Zoho CRM

      The Products module in Zoho CRM acts as your central catalogue of the goods and services your organisation sells or procures. By maintaining product records within CRM, your sales team can quickly add line items to quotes, sales orders, and invoices ...
    • Zoho CRM Managing Module Views

      Module views control how records are displayed within a module, letting each user choose the view that best suits the task at hand, whether that's a quick scan, a detailed comparison, or a filtered working list. The available view types List view. A ...
    • Managing Contacts in Zoho CRM

      Contacts in Zoho CRM represent the individual people you communicate with in the course of pursuing and winning business. Whether you are working on an enterprise deal or managing a high-volume of smaller transactions, the Contacts module provides a ...
    • Zoho CRM Integration with Zoho One

      Zoho CRM is one of the flagship applications within the Zoho One suite, providing your sales and customer relationship management capabilities. When accessed through Zoho One, Zoho CRM connects seamlessly with your other business tools including ...