Help: How to create and edit custom fields using My Fields

Use the My Fields function to create custom fields and columns for details like statuses, tags, or meeting notes. This helps centralize information and improve collaboration by letting you choose whether to share it with your team or keep it private.

This article will walk through everything you need to know about custom fields, including how to create, edit, and manage them.

You can create custom fields in several places on the platform. The following three options are required when creating your field across all points in the platform:

Field Name

When creating your field, you will need to input a name. This is how the field or column will then appear on the platform.

Data Type

A data type is the format you choose for your custom field. It decides how you enter information, whether that’s typing free text or selecting dates, and how you can sort and filter that data later. Select a data type for your custom field from the following options:

Free Text – Create columns where you can type directly into results. Sort alphabetically or filter by keyword.
Number – Add numerical values. Sort by size or filter by minimum/maximum.
Select – Define a fixed list of options. Choose from a drop-down, reorder values by dragging, and assign colors for easy distinction.
Multi-select – Same as Select, but allows multiple values in one field.
Date – Enter or filter by date using MM-DD-YY format or the calendar picker.

Privacy

Control who sees your custom fields by choosing a privacy setting:

My Firm – Visible and editable by all firm members.
Collaborative – Visible and editable by collaborators in selected searches or lists.
Only Me – Private to you.
My Group – If your company requires an additional level of privacy, a “My Group” option is available. Reach out to your account manager for more information and to enable that setting.

• Note: Once your privacy settings are set, update them from your search results.

The sections below outline the steps for creating fields in each platform area.

From profiles

Add custom information directly to a company, investor, or partner profile using the following steps:

1. Click My Fields in the left-hand sidebar of the profile.
2. Select Add a Field, then Create New Field.
3. Enter the field name, data type, and privacy setting.
4. Click Create.
5. Add your values into the box on the profile and click out of the box to finalize.

From search results

Once you’ve run a screener, enhance your results by creating customized columns with information specific to your needs by using either:

Option a: Edit columns

1. From your search results, click Edit Table, then Edit Columns.
2. Go to the My Fields tab, then select + Create a New Field.
3. Enter the field name, data type, choose your privacy, and click Create, then Save.
4. Add values directly in the new column from the search results.

Option b: Insert column

1. From your search results, hover over a column header, then click the three dots.
2. Select Insert Column, then Create New Field.
3. Enter the field name, data type, choose your privacy, and click Create.
4. Add values in the new column from the search results.

From My Fields & Notes

To create new custom fields in My Fields & Notes section on the platform, carry out the following steps:

1. Navigate to My Fields & Notes from the left-hand sidebar.
2. Click Create New Field in the upper right corner.
3. Enter the field name, data type, and privacy setting.
4. Click Create or Create and Add To.
   
   • Selecting Create and Add To gives you the option to add the field to a saved search or list.

Using templates

Templates let you quickly add common fields without starting from scratch. Templates are accessed and set up from either:

Option a: Search results

1. Click Edit Table, then Edit Columns.
2. Go to the My Fields tab, then the Templates section.
3. Click Use This Template, enter the field details, and set privacy.
4. Click Create, then Save to add it to your results.
5. Enter values directly in the new column in the search results.

Option b: My Fields & Notes section

1. Navigate to My PitchBook, then My Fields & Notes from the left-hand side bar.
2. In the Templates section, click Use This Template.
3. Enter the field details and set privacy. Then click Create or Create and Add To.
4. Add values once the field appears in your list or search.

Once you have created a custom field, you can edit the contents of your field from profiles, search results, and My Fields & Notes. Read below for instructions on each method.

From profiles

To edit or clear the values in your custom field from profiles, carry out the following steps.

1. Go to My Fields on the profile.
2. Click the three dots that appear on the right side of the field you would like to edit.
3. Select View & Edit Details to open the Edit Custom Fields window. Here, you can edit all aspects of your field.
4. Select Clear Values to delete the values only from that field on the specific profile you are looking at. Note: Doing so will not delete the entire field or other values on other profiles.

From search results

You can edit and remove existing custom fields from search results in to ways:

Option a: From the My Fields tab on the Edit Columns window

1. From search results, click Edit table, Edit Columns, then My Fields tab.
2. In the My Fields tab, click the three dots next to a field.
3. Choose to View & Edit Details, Delete, or Duplicate the field.

Option b. Edit and remove columns from the search result layout

1. From your search results, hover over the column header of the field you are editing and click on the three dots.
2. Choose to View & Edit Details, Remove, or Duplicate the field.

From My Fields & Notes

To edit or clear the values in your custom field from profiles, carry out the following steps.

1. Navigate to My PitchBook on the left-hand sidebar, then My Fields & Notes.
2. In the My Fields tab, click the three dots next to a field.
3. Select to View & Edit Details, Delete, or Duplicate the field.

Export your custom fields alongside PitchBook data from search results.

1. Click Download from the right of your search results.
2. Choose one of the following:
   
   • Search Results Columns (with custom fields)
   • All Columns
   • My Layout (saved layouts with custom fields)