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Custom Properties for Companies and Users

Custom properties add your own fields to company and user records, such as a Business ID, CRM ID, customer tier or an onboarding confirmation. Define a field once, choose where it applies in the company hierarchy, then fill in its value on each company or user.

Don't use them for passwords, API keys, secrets or payment details. Values are shown as plain text.

Where a property appears​

A property is defined at Northwind, which has children Contoso and Fabrikam and a grandchild Contoso Retail. Current Company: only Northwind gets the field. Child Companies: every company below Northwind gets it, Northwind does not. Everyone: all of them get it. Inherited fields are read-only below.A property is defined at Northwind, which has children Contoso and Fabrikam and a grandchild Contoso Retail. Current Company: only Northwind gets the field. Child Companies: every company below Northwind gets it, Northwind does not. Everyone: all of them get it. Inherited fields are read-only below.

Each definition makes three choices:

SettingChoicesWhat it decides
Field TypeText, Checkbox, DropdownHow the value is entered
Property ForCompany, UserWhether it shows on company records or user records
Applies ToCurrent Company, Child Companies, EveryoneWhich companies in the hierarchy get it, as in the diagram
  • Text can show placeholder guidance, such as Enter the CRM account ID.
  • Checkbox: when required, a value must be recorded, but it doesn't have to be ticked.
  • Dropdown limits the value to your list, in the order you enter it.

Inherited definitions are read-only. Change or remove them in the company that defined them.

Define a property​

You need permission to manage the company's settings.

  1. Select the company that should own the property, then open Settings -> Settings -> Custom Properties.
  2. Select Add Property and enter a clear name, such as Business ID.
  3. Choose the Field Type, Property For and Applies To.
  4. Add the placeholder or dropdown options (one per line), and turn on Required if needed.
  5. Select Save. Use the arrows to set the display order.

A company can define up to 50 properties and have up to 100 in effect, including inherited ones. A large inherited set leaves less room for local properties.

Enter values​

RecordWhere
CompanySettings -> Settings -> Companies, open the company, then the fields below Website on Configuration
UserSettings -> Settings -> Users, when you invite a user or edit one, before the role settings

Only properties that apply to that company appear. Required values must be filled in before you can save.

Change or remove a property​

Open Custom Properties in the company that owns it. You can rename, reconfigure, reorder or remove local properties.

  • Spotto keeps unrelated values. It clears the defining company's own value only when the property is removed or no longer applies there, its type changes, or its selected dropdown option is removed.
  • Values on other companies and users aren't bulk-updated. Invalid values stop showing and are cleaned up the next time that record is saved. Check affected records after a change.
  • If two administrators save at the same time, the later save wins. Saving values never changes definitions, and saving definitions never restores old values.

Troubleshooting​

What you seeLikely causeWhat to do
A field is missing on a company or userProperty For targets the other record type, Applies To doesn't include that company, or the definition wasn't savedCheck the definition in its owning company, save it, then reload the record
A property is read-onlyIt's inherited from a parentEdit it in the source company shown on the definition
A dropdown won't saveIt has no options, or duplicatesEnter at least one unique option, one per line