Skip to main content

​
Overview

Custom attributes let you define additional information about companies, people, and custom objects. Each attribute has a name and a value type, such as text, a number, or a date. You can also define a set of allowed options, require a value on every record, or require values to be unique. To connect records across objects, use a reference attribute.

​
Create an attribute

1

Open the object's attributes

Open Settings → Data management, select the object, and click Create attribute in its Attributes tab.
2

Choose a type and name

Choose an Attribute type and enter an Attribute name. The value type determines what the attribute can hold and which filtering options are available.Unify generates an Attribute API name for use in integrations and API requests. You can edit it before saving. It must be unique within the object.
3

Configure and create the attribute

Configure any options or requirements for the attribute. You can also add a description to explain what it represents.The type, API name, required setting, and unique setting are fixed after creation.Click Create attribute to save it.
For programmatic setup, use the Data API’s Create attribute endpoint.

​
Edit or delete attributes

Click a custom attribute in the Attributes tab to edit its display name or description. You can add options to select and multiselect attributes. Existing options remain available. Default attributes supplied by Unify cannot be renamed or deleted. Attributes on CRM objects are managed by the integration and are read-only here. Deleting a custom attribute permanently deletes its values from every record. An ownership attribute used by an engagement policy must be removed from that policy before it can be deleted.