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How to Manage Custom Properties – Customer Data Platform

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Learning Center Mekari
  • Updated

To make it easier for you to configure fields when adding customer data on the Customers page, we provide Custom Properties that allow you to manage the customer data entry fields. For more details, please follow the steps below.

Important
1. Only users with the Admin role can access Custom Properties.
2. This feature is only available to new clients who use Mekari Qontak at the end of Q4 2025.

  1. Go to the Settings menu, then click the “Customizations” tab and select Customers.

  2. You will then be directed to the following view.
    rev 7.png

No. Feature Name Explanation
1 Filter  Filters to refine data by Creator (the creator of the Custom Field) and Field type (the columns in the Custom Field table).



 
2 Customer Layout Displays the Custom Fields that have been created. You can arrange the position of these fields on this page.
3 Create field Click this button to create a field.
4 Search field name Search field to find created fields.
5 Field name

Displays the name of the created field.
6 Feature

Displays where the Properties are registered.
7 Field type  Displays the field type.
8 Last update Displays the most recent date when the field data was edited.
9 Created by Displays the date when the field was initially created.
10 Actions Provides access buttons to “Edit” and “Delete” the field.

  1. Then, click “Create field”.
    rev 8.png

  2. You will then be directed to the Create customer field page. Below are the details of each Field type that you can choose to customize a field.

  3. If you select the Single-line text field type, this field can be used to input a few words. This field type is typically used for name fields, social media usernames, Employee ID, Employee Number, and others. In this case, you can define what inputs are allowed in the field under the Field validation section as follows:

No. Feature Name Explanation
1 Input format Toggle this option to select the field input format. You can choose Alphabet, Numeric, or Alphanumeric.
2 Set minimum character limit Sets the minimum number of characters allowed.

For example, if you want to create a “nickname” field with a minimum of 3 characters.
3 Set maximum character limit Sets the maximum number of characters allowed.

For example, if you want to create an “Employee ID” field with a maximum limit of 6 characters.
4 Allow special characters Toggle this option if the field requires special characters.

For example, if you want to create an Instagram username field that requires the special character (@).
5 Allow spaces Toggle this option if the field can contain spaces between words.

For example, if you want to create a “full name” field that requires spaces between names.

  1.  Then, click “Continue”.

  2. You will be directed to the Field details step. On this page, you will see a preview of the Single-line text field that will appear when you add customer data on the Customer Data Platform page. Enter the Field name according to your preference. You can view the preview on the right side of the page. 
     

  3. Next, click “Continue” to proceed.

  4. You will then be directed to the Field setup step. On this page, you can add Help text, which serves as a brief guide to help users when filling out the field. Toggle this option, then enter the Help text in the available field. You can view the preview on the right side of the page.

  5.  Then, click “Save”.

  6. If you choose the Multi-line text field type, this field can be used to enter large amounts of text. This field type is typically intended for customer demographics, information, feedback, and others. In this case, you can define the required inputs in the Field validation section as follows:
    rev 9.png

No. Feature Name Explanation
1 Input format

Toggle this option to select the field input format. You can choose Alphabet, Numeric, and Alphanumeric.
2 Set minimum character limit Sets the minimum number of characters allowed.

For example, if you want to create a “Customer demography” field with a minimum of 5 characters.
3 Set maximum character limit Sets the maximum number of characters allowed.

For example, if you want to create a “Customer Feedback” field with a maximum of 1000 characters.
4 Allow special characters Toggle this option if the field requires special characters.

For example, if you want to create an Instagram username field that requires the special character (@).
5 Allow numbers

Toggle this option if the field allows numeric input.

For example, if you want to create a password field that requires a combination of letters and numbers.
6 Allow spaces Toggle this option if the field can contain spaces between words.

For example, if you want to create a feedback field that requires spaces between words.

  1. Then, click “Continue”.

  2. You will be directed to the Field details step. On this page, you will see a preview of the Multi-line text field that will appear when you add customer data on the Customer Data Platform page. Enter the Field name according to your preference. You can view the preview on the right side of the page.

  3. Next, click “Continue” to proceed.

  4. You will then be directed to the Field setup step. On this page, you can add Help text, which serves as a brief guide to help users when filling out the field. Toggle this option, then enter the Help text in the available field. You can view the preview on the right side of the page.

  5. Then, click “Save”.

  6. If you choose the Dropdown selection field type, this field can be used to define a single selection. This field type is typically intended for selecting Ticket Priority, Deal Status, Users, and others. In this case, you can define the required inputs in the Field validation section as follows:

No. Feature Name Explanation
1 Options Toggle this option to manually add dropdown options.
2 Qontak users Toggle this option to display all users registered in Qontak as selectable options in the field.

  1. Then, click “Continue”.

  2. You will be directed to the Field details step. On this page, you will see a preview of the Dropdown selection field that will appear when you add customer data on the Customer Data Platform page. Enter the Field name and Content options according to your preference. You can view the preview on the right side of the page. 
     

     

  3. Next, click “Continue” to proceed.. 

  4. You will then be directed to the Field setup step. On this page, you can add Help text, which serves as a brief guide to help users when filling out the field. Toggle this option, then enter the Help text in the available field. You can view the preview on the right side of the page.

  5.  Then, click “Save”.

  6. If you choose the Multiple selection field type, this field can be used to select more than one option. This field type is typically intended for Production Batch, Task type, multiple city selections, and others. In this case, you can configure the required inputs in the Field validation section as follows:

No. Feature Name Explanation
1 Options Toggle this option to manually add multiple dropdown choices.
2 Qontak users Toggle this option to display all users registered in Qontak as selectable options in the field.

  1. Then, click “Continue”.

  2. You will be directed to the Field details step. On this page, you will see a preview of the Multiple selection field that will appear when you add customer data on the Customer Data Platform page. Enter the Field name and Content options according to your preference. You can view the preview on the right side of the page. 
     

     

  3. Next, click “Continue” to proceed.

  4. You will then be directed to the Field setup step. On this page, you can add Help text to provide a brief guide for users when filling out the field. Toggle this option, then enter the Help text in the available field. You can view the preview on the right side of the page.

  5.  Then, click “Save”.

  6. If you choose the Number field type, this field can be used to input numeric data. This field type is typically intended for Member Number, Down payment, Membership discount, and others. In this case, you can configure the required inputs in the Field validation section as follows:

No. Feature Name Explanation
1 Numeric Toggle this option to enable numeric values.

You can configure the minimum value limit, maximum value limit, and number formatting.
2 Currency Toggle this option to enable Currency values.

You can configure the minimum value limit, maximum value limit, and cents.
3 Percentage

Toggle this option to enable Percentage values.

You can configure the minimum value limit, maximum value limit, and decimal points.

  1. Then, click “Continue”.

  2. You will be directed to the Field details step. On this page, you will see a preview of the Multiple selection field that will appear when you add customer data on the Customer Data Platform page. Enter the Field name and Content options according to your preference. You can view the preview on the right side of the page. 

    The display above is an example of the Currency field type.

  3. Next, click “Continue” to proceed. 

  4. You will then be directed to the Field setup step. On this page, you can add Help text, which serves as a brief guide to help users when filling out the field. Toggle this option, then enter the Help text in the available field. You can view the preview on the right side of the page.

  5.  Then, click “Save”.

  6. If you choose the Date field type, this field can be used to add date-based data. This field type is typically intended for Date, Last update date, Publish date, and others. In this case, you can configure the required inputs in the Field validation section as follows:


     

No. Feature Name Explanation
1 Date format

Select one of the toggles to choose the date format.

You can set the date order to DD/MM/YYYY (day, month, year), MM/DD/YYYY (month, day, year), or YYYY/MM/DD (year, month, day).
2 Dates allowed

Toggle this option to configure allowed dates.

You can allow all dates (Any dates), future dates only (Future dates only), past dates only (Past dates only), or a specific date range (Specific date range).
3 Days allowed Toggle this option to allow weekdays only, from Monday to Friday.

  1. Then, click “Continue”.

  2. You will be directed to the Field details step. On this page, you will see a preview of the Date field that will appear when you add customer data on the Customer Data Platform page. Enter the Field name and Content options according to your preference. You can view the preview on the right side of the page.

    The display above is an example of the Any dates field type.

  3. Next, click “Continue” to proceed.

  4. You will then be directed to the Field setup step. On this page, you can add Help text, which serves as a brief guide to help users when filling out the field. Toggle this option, then enter the Help text in the available field. You can view the preview on the right side of the page.

  5.  Then, click “Save”.

  6. If you choose the URL field type, this field can be used to add link data. This field type is typically intended for entering social media links, image links, and others. Next, click “Continue” to proceed.

  7. You will then be directed to the Field details step. On this page, you will see a preview of the URL field that will appear when you add customer data on the Customer Data Platform page. Enter the Field name and Content options according to your preference. You can view the preview on the right side of the page.


     

  8. Next, click “Continue” to proceed.

  9. You will then be directed to the Field setup step. On this page, you can add Help text, which serves as a brief guide to help users when filling out the field. Toggle this option, then enter the Help text in the available field. You can view the preview on the right side of the page.

  10.  Then, click “Save”.

  11. If you choose the File upload field type, this field can be used to add file data for upload. This field type is typically intended for uploading documents, CSV files, images, and others. In this case, you can select more than one upload file type. Next, click “Continue” to proceed.

  12. You will then be directed to the Field details step. On this page, you will see a preview of the File upload field that will appear when you add customer data on the Customer Data Platform page. Enter the Field name and Content options according to your preference. You can view the preview on the right side of the page. 


     

  13. Next, click “Continue” to proceed. 

  14. You will then be directed to the Field setup step. On this page, you can add Help text, which serves as a brief guide to help users when filling out the field. Toggle this option, then enter the Help text in the available field. You can view the preview on the right side of the page.

  15. Then, click “Save”.

  16. If you choose the Signature field type, this field can be used to add signature data. Next, click “Continue” to proceed.

  17. You will then be directed to the Field details step. On this page, you will see a preview of the Signature field that will appear when you add customer data on the Customer Data Platform page. Enter the Field name and Content options according to your preference. You can view the preview on the right side of the page.


     

  18. Next, click “Continue” to proceed.

  19. You will then be directed to the Field setup step. On this page, you can add Help text, which serves as a brief guide to help users when filling out the field. Toggle this option, then enter the Help text in the available field. You can view the preview on the right side of the page.

  20. Then, click “Save”.

  21. If you choose the GPS field type, this field can be used to add location details. Next, click “Continue” to proceed.

    The location refers to your current position. Make sure you have enabled location permissions in your maps, both on Qontak Web and Qontak Mobile. Learn more about permissions here.

  22. You will then be directed to the Field details step. On this page, you will see a preview of the GPS field that will appear when you add customer data on the Customer Data Platform page. Enter the Field name and Content options according to your preference. You can view the preview on the right side of the page.

  23. Next, click “Continue” to proceed.

  24. You will then be directed to the Field setup step. On this page, you can add Help text, which serves as a brief guide to help users when filling out the field. Toggle this option, then enter the Help text in the available field. You can view the preview on the right side of the page.

  25.  Then, click “Save”.

  26. Next, the field you selected will be saved and displayed on the following page.


That concludes the explanation on how to manage Custom Properties for the Customer Data Platform page.

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