Custom Fields vs Custom Tagging

If you’ve ever looked at a recruitment CRM and wondered whether you should use Custom Fields vs Custom Tagging, you’re not alone.

It’s one of the most common questions recruiters ask when setting up a new ATS or CRM. At first glance, they seem to solve the same problem-adding extra information to candidates, contacts, companies or jobs.

In reality, they serve two completely different purposes.

Understanding when to use Custom Fields, when to use Custom Tags, and when to combine both can make your database significantly more organised, easier to search, and far more valuable as your agency grows.

In this guide, we’ll explain the differences, show practical recruitment examples, and help you decide which approach is right for your desk.

What Are Custom Fields?

Custom Fields allow you to add structured information to records inside your recruitment CRM.

Instead of forcing every recruiter into the same predefined database, Custom Fields let you build your CRM around the information your agency actually tracks.

Examples include:

  • Notice Period
  • Visa Status
  • Current Day Rate
  • Security Clearance
  • Preferred Working Pattern
  • Driving Licence Category
  • Compliance Status
  • Source of Hire

Unlike notes, each field has a defined format.

For example:

Notice Period

Dropdown

  • Immediate
  • 1 Week
  • 2 Weeks
  • 1 Month
  • 3 Months

Or:

Visa Status

Dropdown

  • UK Citizen
  • Skilled Worker Visa
  • Graduate Visa
  • Sponsorship Required

Because the information is structured, it becomes fully searchable throughout your CRM.

Instead of searching through hundreds of candidate notes, you can simply filter:

  • Visa Status = Skilled Worker Visa
  • Notice Period < 1 Month
  • Day Rate > £600

That’s the real power of Custom Fields.

7 Recruitment Custom Fields Every Agency Should Use

What Are Custom Tags?

Custom Tags work differently.

Rather than storing structured information, Tags are designed to categorise records using keywords.

Recruiters often use Tags for:

  • Programming Languages
  • Industries
  • Job Functions
  • Skills
  • Markets
  • Candidate Interests
  • Certifications

For example, one candidate might have the following tags:

  • Java
  • AWS
  • DevOps
  • Kubernetes
  • Contract
  • FinTech

Another candidate could have:

  • NHS
  • Healthcare
  • Temporary
  • Nursing

Unlike Custom Fields, candidates can usually have dozens of tags attached to a single record.

Tags are ideal when information is descriptive rather than fixed.

Custom Fields vs Custom Tagging

Although both improve searchability, they solve different problems.

Custom FieldsCustom Tags
Structured dataFlexible categorisation
Usually one value per fieldMultiple values
Great for reportingGreat for searching by skills
Consistent across every recordRecruiter-defined keywords
Ideal for compliance and operational dataIdeal for expertise and classifications

A simple way to think about it is this:

Fields answer questions.

Tags describe people.

Recruitment Examples

Let’s look at some real recruitment scenarios.

Example 1: Notice Period

A candidate can only have one current notice period.

That makes it perfect for a Custom Field.

Searching becomes effortless.

Show me everyone with:

  • Notice Period = Immediate

or

  • Notice Period = Less than 1 Month

Trying to achieve this with Tags quickly becomes messy.

Example 2: Skills

A software engineer may know:

  • Python
  • SQL
  • Azure
  • Terraform
  • Docker

This information changes regularly and candidates may have dozens of skills.

Tags are perfect here because recruiters often search combinations of keywords.

Example 3: Compliance

Healthcare agencies might track:

  • DBS Status
  • Right to Work
  • NMC Registration
  • Manual Handling Training

Each should be a Custom Field because they’re operational pieces of information that often drive recruitment decisions.

Example 4: Markets

Perhaps a recruiter works across:

  • Construction
  • Civil Engineering
  • Rail
  • Utilities

These are descriptive categories.

Tags are the better choice.

Why Notes Aren’t Enough

Your database technically contains the information, but it’s almost impossible to search accurately. This is one of the fundamental differences between structured and unstructured data: structured information follows a predefined format, making it far easier to search, organise and analyse.

One of the biggest mistakes agencies make is storing everything inside the Notes section.

Imagine writing:

Candidate has SC Clearance, requires sponsorship in two years, prefers remote working and is available in four weeks.

Now multiply that by 15,000 candidates.

Your database technically contains the information—but it’s almost impossible to search accurately.

Now imagine storing the same information as searchable Custom Fields.

FieldValue
Security ClearanceSC
Visa StatusSkilled Worker
Working PreferenceRemote
Notice Period4 Weeks

Suddenly your recruiters can instantly filter thousands of candidates in seconds.

That’s the difference between storing information and actually using it.

Why Most Recruitment Agencies Need Both

This isn’t really a choice between Fields or Tags.

The best recruitment databases use both.

A technology recruiter could have:

Custom Fields

  • Current Salary
  • Target Salary
  • Notice Period
  • Visa Status
  • Right to Work
  • Security Clearance

Custom Tags

  • Java
  • Python
  • React
  • AWS
  • FinTech
  • Contract
  • Team Lead

Together they create a much richer candidate profile.

For example:

Find candidates who are:

  • Immediate Start
  • Cleared to SC level
  • Under £80,000 salary
  • Tagged with Python
  • Tagged with AWS

That’s a search that simply isn’t possible if everything lives in free-text notes.

Common Mistakes to Avoid

Using Tags for Everything

Creating tags like:

  • Immediate
  • Immediate Start
  • Available Now
  • ASAP

quickly leads to inconsistent data.

Structured information belongs in Custom Fields.

Storing Operational Data in Notes

If recruiters regularly need to search for a piece of information, it shouldn’t live inside Notes.

It should be its own searchable field.

Creating Too Many Fields

Not everything deserves its own Custom Field.

Ask yourself:

“Will recruiters actually search or report on this information?”

If the answer is no, it probably belongs in Tags, or simply doesn’t need storing at all.

Which Should You Choose?

As a simple rule:

Choose Custom Fields when the information:

  • Has a fixed value
  • Needs consistency
  • Is important for reporting
  • Is operational
  • Should be searchable using filters

Choose Custom Tags when the information:

  • Describes someone
  • Can have multiple values
  • Changes frequently
  • Helps recruiters perform keyword searches

For most recruitment agencies, the answer isn’t one or the other.

It’s both.

Final Thoughts

A recruitment CRM should work the way your recruiters work-not force your team into rigid templates.

To summarise Custom Fields vs Custom Tagging:

Custom Fields give structure to the information that matters most.

Custom Tags make searching by skills, sectors and expertise effortless.

When used together, they transform your database from a collection of records into a genuinely searchable recruitment asset.

If you’re evaluating recruitment software, don’t just ask whether it supports Custom Fields or Tags.

Ask how they work together.

The right combination will save your recruiters hours every week while making every search faster, more accurate and more valuable.

How to Build a Custom Recruitment CRM


Frequently Asked Questions

What’s the difference between Custom Fields and Custom Tags?

Custom Fields store structured information such as notice period, visa status or salary expectations. Custom Tags categorise records using keywords like skills, industries or technologies.

Can I use both Custom Fields and Tags together?

Yes. In fact, most recruitment agencies should. Custom Fields keep important operational data organised, while Tags make it easier to search for skills, markets and specialisms.

Are Custom Fields searchable?

Yes. In a modern recruitment CRM, Custom Fields should be fully searchable and filterable, allowing recruiters to quickly find candidates based on specific criteria.

Should I store information in Notes instead?

Only for information that doesn’t need to be searched. If recruiters regularly need to filter or report on data such as notice period, visa status or compliance, it should be stored as a searchable Custom Field rather than buried in Notes.


Ready to build a recruitment CRM around your workflow?

With Giig Hire, you can create unlimited searchable Custom Fields across Candidates, Contacts, Companies and Jobs, giving your team complete flexibility without the complexity of traditional recruitment software.