How Do I Add Custom Fields to Investor Profiles?

Custom fields let you track extra information on every investor, such as investment objectives or preferred contact time. Create them in Settings under Custom Fields.

Add a custom field

1. Go to Settings and choose Custom Fields under Investor Contacts. You can also click Manage Fields on an investor’s Investor Profile Fields panel.
2. Click Add Field.
3. Enter a Label. A Key is filled in for you. The key is used in the API and imports and can’t change later.
4. Choose an Answer type: Short Text, Long Text, Number, Dollar Amount, Date, Single Choice, Multiple Choice, or Yes / No.
5. For choice fields, add the Options.
6. Optionally add Help text and check Required when adding an investor in Syndelo.
7. Click Add Field. The field now appears on every investor’s page.

Edit, reorder, or delete

• Use the up and down arrows to change the order fields appear in.
• Open Field Actions to edit or delete a field.
• The answer type can’t change after a field is created. Add a new field instead.
• Removing an option doesn’t change contacts that already have it.

Good to know

Required fields apply when your team adds an investor. Imports and investor self-registration can still create contacts without them.

You can show custom fields as columns and filter by them on the Investors page.

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.