Custom properties
Create custom fields and tags to organize contacts with business-specific information like customer type, follow-up dates, and more
Overview
Custom properties let you organize contacts with business-specific information that goes beyond standard fields like name and phone number. Add tags, dates, URLs, addresses, and custom text fields to categorize contacts, track important details, and improve team collaboration.Understanding custom properties
Custom properties help you structure contact information in ways that make sense for your business:Property types available
- Multi-select tags: Categorize contacts with labels like “Customer”, “Prospect”, “VIP”
- Text fields: Add custom-named text properties for any information
- Date fields: Track follow-up dates, contract renewals, or important milestones
- URL fields: Store website links, social media profiles, or portfolio URLs
- Address fields: Record business addresses, shipping locations, or meeting venues
- Phone and email: Additional contact methods beyond the primary number
Benefits for organization
- Searchable data: Filter and sort contacts based on custom property values
- Team context: Provide important background information for all team members
- Workflow automation: Use properties to trigger automated actions or reminders
- Reporting insights: Analyze contact data based on your custom categories
Creating custom properties
Add custom fields that match your business needs and workflows.- Navigate to Contacts in the left menu
- Select a contact from your list or open an existing conversation
- In the contact details panel on the right, find the properties section
- Click + Add a Property
- Choose your property type from the dropdown menu:
- Multi-select (for tags)
- Text (for custom text fields)
- Date (for important dates)
- URL (for website links)
- Address (for location information)
- Configure the property settings and values
- Save your changes
Custom property fields you create become available for all contacts in your workspace. Team members can add, edit, or remove values from these fields.
Property types and use cases
Multi-select tags
Perfect for categorizing contacts with multiple labels: Business applications:- Customer lifecycle: “Lead”, “Prospect”, “Customer”, “Inactive”
- Priority levels: “VIP”, “Standard”, “Low priority”
- Business type: “Retail”, “Wholesale”, “Partnership”
- Geographic regions: “Northeast”, “West Coast”, “International”
- Keep tag names short and clear
- Use consistent naming conventions
- Limit to 5-7 tags per category to avoid confusion
- Review and consolidate tags periodically
Date properties
Track important timelines and deadlines: Common date fields:- Follow-up date: Next scheduled contact or call
- Contract renewal: Important business deadlines
- Last contact: When you last spoke with them
- Anniversary date: Relationship milestones or business anniversaries
Text properties
Capture any custom information specific to your business: Examples:- Account manager: Assigned team member name
- Preferred contact time: Best times to reach them
- Special requirements: Unique needs or preferences
- Company size: Number of employees or revenue range
URL properties
Store important web links and online presence: Use cases:- Company website: Main business website
- LinkedIn profile: Professional networking information
- Portfolio URL: Work samples or case studies
- Social media: Relevant business social profiles
Address properties
Track physical locations and meeting places: Applications:- Business address: Main office or storefront location
- Shipping address: Delivery preferences
- Meeting location: Preferred venues for in-person meetings
- Billing address: Financial and invoicing information
FAQs
Can I delete custom properties after creating them?
Can I delete custom properties after creating them?
Yes, you can remove custom properties from your workspace. However, deleting a property removes all data stored in that field across all contacts, so proceed carefully.
How many custom properties can I add?
How many custom properties can I add?
There’s no strict limit to custom properties, but we recommend keeping the number manageable. Too many properties can make contact management overwhelming rather than helpful.
Can I search contacts by custom property values?
Can I search contacts by custom property values?
Yes, you can search and filter contacts based on custom property information. This makes it easy to find contacts with specific tags, dates, or other custom data.
What happens to custom properties when contacts are merged?
What happens to custom properties when contacts are merged?
When merging contacts, custom properties from both contacts are preserved. You may need to review and consolidate property values after merging.
Can I import contacts with custom properties?
Can I import contacts with custom properties?
Yes, you can include custom property data when importing contacts from CSV files. Map your CSV columns to the appropriate custom properties during the import process.
Do custom properties sync across all devices?
Do custom properties sync across all devices?
Yes, custom properties sync in real-time across all devices and platforms. Changes made on one device immediately appear on others.
Can I change the type of a custom property after creating it?
Can I change the type of a custom property after creating it?
Property types generally can’t be changed after creation. If you need a different type, you’ll need to create a new property and migrate the data manually.