Custom properties allow users to create fields that collect and store information that meet your needs. With custom properties, not only can you create, organize, and search for data more efficiently, you can also import data from different platforms into charles. For example, by integrating data from CRM (i.e. Pipedrive) into our system, you can improve your workflow significantly by managing all information in one centralized place in real time.

So far, you can create custom properties for the contact information, all the properties you created will show up under the "Additional information" section in the contact widget. You will be able to create custom fields for deal, product and order sections in the near future.

Step 1: Find Custom Properties in Settings

Step 2: Create a new property

Step 3: Configure the context of the property

Step 4: Decide where the custom property should display

What types of custom input fields does Charles offer?

Step 1: Find Custom Properties in Settings

To begin, please go to "Settings", then you will find the section called "Custom Properties" in the page.

Step 2: Create a new property

To create a new custom property, first of all, you need to decide where you want to add the new field. Currently, you can only create custom properties in "contact", which would display the field in the contact widget in conversation view and/or contact table. After that, please click the highlighted button above "+ Add new property'.

Step 3: Configure the context of the property

After adding a new property, you will need to define the context of the custom property:

• Label (Required) - This is the display name of the custom property.
• Technical name (Required) - This is the internal name of the custom property. It is automatically created as you are entering the value for label. If you want to change the technical name, you need to first click the "pencil" icon in order to change the name. This is only relevant if you want to match the name of the property technically with the name of any other system or alike, but you like to have a more handy name as a label for your agents.