Concept
Custom fields
A custom field is a box the firm added. It is not on a standard Capsure screen until an administrator creates it.
Standard Capsure has a fixed set of fields: a company name, a deal stage, a commitment amount. A firm often needs more. Those extra boxes are custom fields. They show on the record and in dialogs after an administrator adds them.
A how-to on this site lists the standard steps. If the dialog has more boxes than the page names, those are the firm’s fields. Fill them the way the firm expects. This site cannot list them, because they are not the same in every tenant.
Administrators create them under Custom fields.