Custom properties

Capture additional details for individuals, organizations, and contact groups using customizable fields.

Overview

Custom properties allow you to add structured, business-specific data to your contacts and contact groups. These fields extend standard contact information and help teams capture details that matter to their workflows.

Custom properties are managed from General Settings and can be applied to:

• Contacts (Individuals or Organizations)
• Contact groups (group-level metadata)

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Access custom properties

To manage custom properties:

1. Go to Settings
2. Select General
3. Open Custom Fields

This page shows all existing custom properties and lets you create, edit, or remove them.

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Create custom properties

Each custom property controls who the field applies to and where it appears.

Custom property settings

When adding or editing a custom field, configure the following:

• Field name
  The label shown in contact or group records (for example, PAN, Gender, Address)
• Format
  Defines how the data is captured (for example, plain text)
• Contact type
  Choose which contact types can use the field:
  • Individual
  • Organization
  • Both
• Applies to
  Select where the field should appear:
  • Contact – shown on individual or organization contact profiles
  • Contact group – shown on contact group details
• Contact group (optional)
  Limit the field to specific contact groups to keep profiles focused and relevant

Fields are available immediately after saving.

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Use custom properties in contacts

When a custom property applies to Contacts:

• It appears when creating or editing an individual or organization
• Values can be updated from the Contact Details panel
• Fields are visible to all users with access to that contact

Contact-type rules ensure individuals and organizations only see relevant fields.

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Use custom properties in contact groups

When a custom property applies to Contact groups:

• It appears on the contact group details page
• The value is shared across all contacts in that group
• It’s ideal for storing group-level information such as region, account owner, or category

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Edit or remove custom properties

Edit a custom property

1. Go to Settings → General → Custom Fields
2. Update the field name, format, contact type, or scope
3. Save your changes

Updates apply across all contacts or groups using that field.

Remove a custom property

Deleting a custom property permanently removes the field and all associated values from contacts or contact groups.

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FAQs

What’s the difference between contact and contact group fields?

Contact fields store data for individual people or organizations, while contact group fields store shared information at the group level.

Can a custom property apply to both individuals and organizations?

Yes. You can set the contact type to Both so the field appears for individuals and organizations.

Can I restrict fields to certain contact groups?

Yes. Custom properties can be limited to specific contact groups to reduce clutter and improve data accuracy.

Who can manage custom properties?

Custom property management is typically limited to admins or users with appropriate workspace permissions.

What happens if I delete a custom property?

The field and all stored values are permanently removed and cannot be recovered.