Custom propeties

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.

Once created, custom properties can be edited in the same way as Case, Company, or Individual properties.

Examples of custom properties could be:

• “Countries of business” as a list of countries for the Case entity
• “Source of funds” as a free text input for the Company entity
• “US person” as a Yes / No field for the Individuals

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

• Text
• Date
• Yes/No
• Choices (single or multiple choice)
• Countries (single or multiple countries)
• email
• URL
• Phone number
• Numeric