Name - enter a name for the custom property. Avoid naming custom properties after existing fields, such as Invoice number, Description, etc.

Unique Identifier - this field will be automatically filled depending on the name of the property, but it can also be manually adjusted. This identifier will be used when using the property in a template. Once the property is added, the identifier cannot be changed.

Type - select the type of property that you'd like to add. It could be String, Text, Number, File, Date, Boolean (a Yes/No checkbox), Select, Multi-select.

Note: Changing a custom property from one type to another will cause the property to lose its previous values. These values can be restored by changing the property back to its original type.

Values - the Multi-select and Select property types have this property. It should contain comma-separated values, allowing an admin or member to pick one or more of them when editing the property's value.

Applies to - choose the entities with this property, such as companies, members, opportunities, resources, etc.

Placeholder - enter a placeholder, that can give an example or description of the property. It is not a default value but rather offers more information when filling out the property.

Privacy - specify the visibility of the property. You can make it Members Public to enable members to view and edit its value as well as make it publicly visible in the portal. If you choose Members Protected the member will be able to edit the property, however, only the member and the admins can view it. You also have the option to set it as Admin Only if you'd like only the admin team to be able to view and edit the field.