Custom Properties (Definition, Types and Set up process)

Custom properties offer the flexibility to add additional fields to your call records, capturing specific information tailored to your needs. They come in various forms such as boolean, dropdown list, custom text, number fields, and even a date picker. These properties can be utilized for filtering, labeling, classification, or even as triggers to send call data to your integrated apps. Online your imagination can stop you when it comes to custom properties.

Custom Fields Types

Custom Text Fields

A simple textbox to add comments, notes, or anything else you want.

Custom Number Fields

Used for cases where you want to input a value or a quantity.

List of Values

Used in cases where a phone lead should be assigned to a predefined value.

Date-pickers

The name says it all. Create a date picker to input important dates!

Boolean fields

Perfect for YES/NO or TRUE/FALSE situations.

Set up Custom Properties

Step 1. Go to Data Tools > Custom Fields and click on the "+ Add" button.

Step 2. Name your new field and optionally describe what it is for to Nimbata's AI. You can create custom fields that contain Text, Numbers, Yes/No check boxes, or Dates. Then, click on 'Create' to add your new custom field.

🎉 That was it!

Updated on: 19/03/2026