CRM
geni crm fields
List and manage custom field definitions for people, companies, and cards.
Custom field definitions for people, companies, and cards. This group manages the definitions only. Field values are written through the entity's custom object on create and update. This is a pure verb group with no default action.
list
geni crm fields list card --pipeline ppl_01HXList an entity's custom field definitions. Card fields are per-pipeline, so --pipeline is required for them.
| Arg / Flag | Notes |
|---|---|
<entityType> | person, company, or card. |
--pipeline <id> | Pipeline id (required for card fields). |
--json | Machine-readable output. |
create
geni crm fields create --json '{"entityType":"company","label":"ARR","fieldType":"number"}'Create a custom field. --json is { entityType, label, fieldType, scopeId? (pipeline id, for card fields), options?, ... }.
| Flag | Notes |
|---|---|
--json <body> | Required. JSON field definition. |
update
geni crm fields update fld_01HX --json '{"label":"Annual recurring revenue","required":true}'Update a custom field. --json is { label?, options?, required?, ... }.
| Arg / Flag | Notes |
|---|---|
<id> | Field id. |
--json <body> | Required. JSON fields to change. |
reorder
geni crm fields reorder fld_01HX fld_01HY fld_01HZReorder custom fields. Pass all field ids in the desired order.
| Arg | Notes |
|---|---|
<ids...> | All field ids in the desired order. |
delete
geni crm fields delete fld_01HXArchive a custom field.
| Arg | Notes |
|---|---|
<id> | Field id. |