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Configuration - General - Custom Properties

Updated yesterday

Custom Properties allows you to add additional, customizable fields to entities within Zero Friction, such as customers, contracts, service locations, and collection files.

Custom properties are used to capture additional information that is not present in the data model by default, but is relevant to your organization, reporting, processes, or invoicing.


What can you find in custom properties?

The Custom Properties configuration page shows an overview of all defined property types. For each property, you'll see:

  • Name
    The name of the custom property (e.g., Building Type, Priority).

  • Description
    Description of purpose and use.

  • Entity
    The entity type to which the property applies (e.g., Customer, Contract, Service Location).

  • Data type
    The value type (Text, Number, Decimal, Yes/No, Date & Time, ListBox).

  • Unit of measure
    Only applicable for Number and Decimal (e.g. kWh, m³, €).

  • Show in header
    Indication whether the property is displayed as a label in the entity header.

  • Tag color
    The color of the header tag (if enabled).

  • Translations
    Ability to translate descriptions.

The list contains both active and (optionally filtered) deleted property types.


Layout


The main page displays a table with all custom property types. Each row is clickable and opens the details panel.

Detail panel property type

In the details panel you configure:

  • Name

  • Description

  • Data type

  • Unit of measure (if applicable)

  • Show in header

  • Tag color

  • Translations

The are shown under the customer name, contract or entity by choice.

Dropdown lists

The List Box data type lets you manage options:

  • Add options

  • Adjust options

  • Delete options (soft delete)

Removed options remain visible for existing values, but are no longer selectable for new records.


Actions

Users can:

  • Create a new custom property

  • Edit existing property

  • Manage dropdown options

  • Delete property (soft delete)

Limitations and validations:

  • The name must be unique within the same entity type.

  • The entity type and data type cannot be changed after creation.

  • Deleting is always a soft delete; existing values ​​are retained.


Behaviors & Logic

  • Custom properties are captured as values on entities (e.g., per customer or contract).

  • Values ​​are time-sliced and have a start and end date.

  • Without an expiration date, a value remains valid until it is changed.

  • If Show in header is enabled:

    • The property is displayed as a colored tag in the entity header.

    • Multiple values ​​are shown as separate tags.

  • For numeric data types, the unit of measure is always displayed with the value.

  • Custom properties can (depending on configuration) be used in:

    • Billing

    • Rates

    • Reports

    • Selections and filters


Problem

Solution

Property does not appear on an entity

Check that the correct entity type is selected

Missing dropdown list option

Check if the option has not been removed

Duplicate name not allowed

Choose a different name within the same entity type

Property not visible in header

Make sure Show in header is enabled

Data type cannot be changed

Create a new property with the correct data type

Dropdown data type not available

Check if the feature flag is enabled

Values ​​do not appear to be historical

Check start and end dates of the value

Property cannot be edited

Check your permissions



Can I change the entity type after creation?
No, this isn't possible. Create a new property.

What happens when I delete a property?
The property is soft-deleted. Existing values ​​remain visible.

Can the same name be used multiple times?
Yes, as long as it's for different entity types.

Why don't I see a picklist as a data type?
This requires a feature flag. Please contact your administrator.

Can I see when a value has changed?
Yes, values ​​are time differentiated with start and end dates.

Are custom properties included in billing?
Yes, provided it is configured correctly in rates or calculations.

What happens if I don't set an end date?
The value remains valid until it is changed.


  • Custom Property: Additional, organization-defined field

  • Property Type: Definition of a custom property (name, data type, entity)

  • Property Value: The concrete value on a specific entity

  • Entity: Object within Zero Friction, such as Customer or Contract

  • Data Type: The format of the value (Text, Number, Date, etc.)

  • Unit of measure: Unit associated with numerical values

  • Timesliced: Values ​​with validity period (start and end date)

  • Soft delete: Delete without erasing existing data

  • Show in header: Display as a colored tag in the entity header

  • Tag Color: Color of the header tag

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