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How do I create custom attributes?

Custom Attributes

What are Custom Attributes?

Custom Attributes are extra fields you can create to capture additional employee information beyond the standard built-in fields. Once created, each attribute gets a placeholder (for example, {CustomField1}) that you can insert into your email signatures, so each employee's signature automatically displays their own information.

Common uses include things like a job title variation, a department, a personal badge or certification, a pronoun, a booking link, or any other detail unique to each team member.

Where to find it

Go to Settings → Custom Attributes in the left-hand menu. You'll see a table listing all existing attributes along with their name, placeholder, type, and whether they're currently enabled.


Understanding the attributes table

Each row in the table shows four things. The Attribute Name is the display name plus its placeholder code (such as {CustomField1}) that you use inside signatures. The Type indicates what kind of data the field holds. The Enable checkbox controls whether the attribute is active and available for use. The Actions column lets you delete an attribute you no longer need.

How to create a custom attribute

To add a new attribute, click the Add Custom button in the top-right corner. In the "Create Custom Attribute" window, give the field a clear name (for example, Badge or Status), then choose a field type from the dropdown. Once you're done, click Create Custom Attribute to save it, or Cancel to discard it.


Field types

There are three field types to choose from depending on the kind of information you want to store. Text is best for short, single-line entries such as a title or short label. Textarea is suited to longer, multi-line content like a short description or address. Image lets you store a picture, such as a personal badge, certification logo, or photo.


Using a fixed list of options

Inside the create window there is a List of options toggle. Turn this on when you want the attribute to have a fixed set of choices rather than free text. When enabled, employees select from the options you define when editing their profile, which keeps entries consistent and prevents typos.


Enabling or disabling an attribute

Use the checkbox in the Enable column to turn an attribute on or off. Disabling an attribute keeps it in your list but removes it from active use, which is helpful when you want to pause a field without deleting it permanently.

Deleting an attribute

To remove an attribute, click the delete (trash) icon in the Actions column for that row. Keep in mind that any signatures still referencing that attribute's placeholder will no longer display its value, so update those signatures as needed.

Tips for best results

Give each attribute a clear, descriptive name so it's easy to identify later. Use the List of options toggle whenever the data should follow a fixed set of values to maintain consistency across your team. Finally, only enable the attributes you actually use to keep your settings tidy and easy to manage.

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