Customer Profile
Custom Fields
Organization-specific data fields on customer profiles.
Custom fields extend customer profiles with data specific to your organization — industry attributes, integration data, or any additional tracking you need.
Quick Overview: Custom fields are extra data points unique to your business. They appear in exports and help you track anything the standard fields don't cover.
What Custom Fields Are
Custom fields are additional data points beyond the standard profile fields. They appear in a dedicated section on the Profile tab.
Examples:
- Industry-specific: Fleet size, store square footage, number of technicians
- Integration data: External system IDs, sync status
- Sales tracking: Lead source, acquisition date, account tier
- Compliance: License numbers, certification dates
Field Types
Custom fields can be:
- Text — Free-form text entry
- Number — Numeric values
- Date — Date picker
- Dropdown — Select from predefined options
- Checkbox — Yes/no toggle
- Multi-select — Choose multiple options
Viewing and Editing
Custom fields display based on your configuration. If visible:
- Find the Custom Fields section on the Profile tab
- Click edit to modify values
- Save changes
Data Import
Custom fields can be populated via:
- Manual entry on the profile
- Bulk import from files
- Integration sync from external systems
Configuration
Custom fields are configured in Settings > Custom Fields. Define field types, set visibility, and control whether fields are editable.