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Custom Properties

Extend your CRM data model by adding custom fields to contacts, companies, deals, and tickets. Custom properties appear in forms, chat responses, and table views.

Custom properties editor

Overview

Custom properties let you capture data that is specific to your business. They are stored efficiently using JSONB with indexed lookups, so searching and filtering on custom properties is fast even at scale.

Creating a Custom Property

  1. Go to Settings > Custom Properties
  2. Select the entity type tab: Contacts, Companies, Deals, or Tickets
  3. Click + New Property
  4. Fill in the property details:
    • Name -- the display label (e.g., "Lead Score")
    • Internal Key -- auto-generated from the name (e.g., lead_score), immutable after creation
    • Field Type -- choose from the available types (see below)
    • Required -- toggle if this field must be filled in
    • Group -- organise related properties into groups
    • Description -- optional help text shown below the field
  5. Click Save Property

Field Types

Type Description
Text Single-line text, up to 500 characters
Long Text Multi-line text area, up to 5,000 characters
Number Numeric input with optional min/max validation
Currency Number with currency symbol, uses your default currency
Date Date picker
Datetime Date and time picker with timezone handling
Select Dropdown with predefined options
Multi-select Multiple selections from predefined options
Checkbox Yes/No toggle
Email Text input with email validation, clickable in views
URL Text input with URL validation, clickable in views
Phone Text input with phone formatting, clickable in views

Managing Select Options

For Select and Multi-select properties, you define the available options:

  1. Open the property editor
  2. Add options with labels and optional badge colours
  3. Drag to reorder options
  4. To delete an option that is in use, you will be asked to remap existing records to another value

Property Groups

Properties are organised into named groups for visual structure. You can create, rename, reorder, and delete groups. Deleting a group moves its properties to "Ungrouped."

Archiving vs Deleting

  • Archive -- hides the property from forms. Existing values are preserved and the property can be restored later.
  • Delete -- permanently removes the definition and all values across all records. You will see a confirmation with the count of affected records.

Warning

Deleting a custom property removes its values from every record in your account. This action cannot be undone.

Where Custom Properties Appear

Custom properties flow through the entire system:

  • Forms and detail views in the admin UI
  • Chat responses and AI assistant interactions
  • Table render blocks and search results
  • Import/export field mapping
  • Filters and search queries

What's Next