Custom Properties provides additional fields that allow you to expand customer information. Use these fields to store organization-specific data, such as customer segments, account managers, VIP status, or internal classifications.
The Custom Properties card shows a grid of all available custom fields for the customer.
Each property consists of:
Name: The property's label name (e.g., Customer Segment or Account Manager)
Period: optional validity period with start and end dates
Value: The current data stored for this customer
If there is no data yet, you will see the message “No custom properties added yet.”
Examples of use
Custom properties can be used for, among other things:
Customer segment: Premium, Standard, Enterprise
Account Manager: Name of the responsible employee
VIP Status: Yes/No designation for special customers
Priority: classification based on internal ranking
Contract type: drop-down list with internal categories
Special notes: Free text fields for exceptional situations
Operation
Each property has a value that is valid within a time period.
This allows you to change values over time without losing history.
Time-slicing values
You can specify different values with associated periods:
Value | Start date | End date |
01-01-2024 | 01-07-2024 | |
Post | 01-07-2024 | — |
The system automatically shows the active value based on the current date.
Historical values are preserved and visible in the timeline view.
Add properties
Open the customer details page
Go to the Custom Properties map
Click on Add (top right)
Select the desired property from the list
Enter the value according to the data type
Set a start date
(Optional) Add an end date
Click Save
Only predefined properties (created by the administrator) can be selected.
Edit or delete properties
Edit value
Click on the Value field of the desired property
Adjust the text, selection or date
Click Save
Remove value
Click the delete icon (🗑️) next to the property
Confirm by Save
Deleting only removes the value for this customer, not the property definition itself.
Supported data types
Type | Description | Example |
Text | Free text, not empty | Premium Customer |
Number (Integer) | Whole numbers | 5, 100 |
Decimal | With decimals | 99,95 |
Yes/No (Boolean) | True/False | Yes / No |
Date/Time | Date or time value, required | March 12, 2025, 2:30 PM |
Dropdown list | One or more options from a list | “Gold”, “Silver”, “Bronze” |
Display in the header (Header Tags)
Some properties are shown as colored labels (tags) at the top of the customer detail page.
This is determined by the system administrator when creating the field in Configuration.
Only active values (within validity period) are shown
The color of the label is set at the field level
Updating values takes effect directly in the header
Situation | Behavior |
No custom properties | The map shows the message “No custom properties added yet.” |
Overlapping periods | Values are merged if identical; otherwise the system shows both active |
Missing values | If a field type has been deleted, old values may be displayed incorrectly or not at all; please contact support |
Problem | Possible cause / solution |
I don't see a field I need | Only administrators can create new property types. |
Error saving | Check that fields are not empty, that dates are valid, and that dropdowns have at least one option. |
I can't edit properties | You are probably missing the authorization |
Properties not appearing in header | Only active values are displayed; refresh the page. Also, check whether "Show in header" is enabled by your administrator. |
Can I create new properties myself?
No, only administrators can define new types.
What happens when I delete a property type?
The values remain visible, but are marked as (Deleted). New values cannot be added.
Can I have multiple values for the same property?
Yes, provided they have different time periods. This allows you to track historical changes.
What is the difference between deleting a property and deleting a property type?
Delete Property: Deletes the value for a single customer.
Delete Property Type: Deletes the field definition for all customers (existing values remain visible).
Are custom properties searchable?
Yes, they are included in search results when you search for the value.
Can I use them in invoicing or rates?
Yes, administrators can associate custom properties with rate rules or billing terms.
Custom Property: Additional field linked to a customer record
Property type: the definition of the property (name, type, display settings)
Property Value: the specific value at a customer
Time-sliced value: value that is valid within a period
Show in header: Setting that displays the value as a label in the page header
Tag color: color of the label in the header
Entity subject type: The object to which the property applies (Customer, Contract, Location, etc.)