You need the Data permission in the Settings block of your role to create fields, and the Developers permission to map them in your CRM integration. See Manage roles.
What you’ll build
Both will be editable by sales reps, not displayed to the customer (they’re internal qualifiers), and synced with your CRM.
Step 1: Create the field in the Data Model
1
Open Data Model
Go to Settings › Data › Data Model and click the Customer object.
2
Click + New
In the top right of the field list, click + New to open the field creation form.
3
Fill in General Information for Customer type
- Name:
Customer type - API Name: for example
customer_type. It can’t be changed after creation. - Data Type: pick
Text
4
Save and repeat
Click Save, then create
Registration number with type Text the same way.Two new fields appear in the Customer field list with the Custom badge.
Step 2: Configure the field on the customer
1
Open a customer
Go to Customer › Customer and open a customer (or create one with New customer).
2
Find the Custom Fields section
Scroll to the Custom Fields section. Both fields appear with a toggle and three checkboxes.
3
Activate the toggle
Turn on the toggle of each field to use it on this customer.
4
Configure the properties
- Mandatory: check it for
Customer type, leave it unchecked forRegistration number - Editable by sale ✓: sales reps maintain these values
- Display for customer: leave it unchecked, these are internal
5
Enter the values and save
Fill in the values, then click Save.
Step 3: Sync with your CRM (optional)
1
Open your CRM integration
Go to Settings › Developer › Integrations and click Configure on your connected CRM.
2
Find your fields
In Field synchronisation, open Customer (Qwoty) - Companies (CRM). The fields appear as
Custom: Customer type and Custom: Registration number.3
Pick a sync direction
- Customer type → ↔ Bidirectional: both systems use the same segmentation, and either may be edited
- Registration number → CRM → Qwoty: maintained in the CRM, Qwoty reads it
4
Select the matching CRM field
In Select CRM field, pick the matching property on the CRM company or account object.
5
Save changes
Click Save changes.
Common Customer custom fields
Troubleshooting
The field doesn't appear on the customer
The field doesn't appear on the customer
Refresh the page. If it’s still missing, check that you created it on the Customer object and that its toggle is on in the Custom Fields section.
My CRM field is a multi-select
My CRM field is a multi-select
Qwoty’s Text type stores the value as-is. If your CRM sends
Strategic, Renewal, Risk, Qwoty stores that whole string.The CRM connection expired
The CRM connection expired
If Qwoty reports that the CRM connection expired or is invalid, click Reconnect in the integration settings.
Related
Customers
Manage your customer base.
CRM mapping
All sync directions.
Field properties
Mandatory, Editable by sale, Display for customer.
CRM integration
Connect HubSpot, Salesforce, or Pipedrive.