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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_01HX

List an entity's custom field definitions. Card fields are per-pipeline, so --pipeline is required for them.

Arg / FlagNotes
<entityType>person, company, or card.
--pipeline <id>Pipeline id (required for card fields).
--jsonMachine-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?, ... }.

FlagNotes
--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 / FlagNotes
<id>Field id.
--json <body>Required. JSON fields to change.

reorder

geni crm fields reorder fld_01HX fld_01HY fld_01HZ

Reorder custom fields. Pass all field ids in the desired order.

ArgNotes
<ids...>All field ids in the desired order.

delete

geni crm fields delete fld_01HX

Archive a custom field.

ArgNotes
<id>Field id.

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