Custom Properties

Introduction

Custom properties allow you to extend the data model of the Case, Company, and Individual entities if you need to save specific information that is not part of the default properties of these entities.

For more detailed information, please refer to our API documentation.

Creating Custom Properties

These custom properties are fields whose values are constrained. When creating one, you can choose from the following types of property:

• Text:
  • Single line text: Input text up to 250 characters
  • Long Text: Detailed information with support for texts up to 1500 characters
• Dates: Controlled date inputs with standardized format ISO 8601(yyyy-MM-dd)
• Yes/No: Boolean field
• Choices: single or multiple choice
• Countries: single or multiple choice of countries
• URL: web addresses stored as hyperlinks with protocol format validation
• Emails: Controlled email address format
• Phone Numbers: Controlled phone number standardized format E.164
• Numeric: Numbers in various formats, including:
  • Simple numbers, with optional minimum and maximum values validation
  • Percentages, with optional minimum and maximum values validation
  • Currencies, with optional currency code display

Once created in the workspace settings, custom property values can be edited in the edit modals for cases, companies, and individuals.

Use case example

In the example below, relevant custom properties could be:

• “Countries of business” as a list of countries
• “Product web page” as an URL
• “Source of funds” as a single choice
• “Account balance” as a currency