Swapnika Nag
|
May 6, 2025
Hi there,
We’re back with Day 2 of Launch Week 9, and today’s update is all about helping you better organize and personalize the way your team captures customer data.
Say hello to the all-new Custom Properties—redesigned to be more powerful, flexible, and easy to use. Whether you're tracking site visits, storing documents, or tagging preferences, this upgrade will save your team time and reduce clutter.
✨ What’s New in Custom Properties
Sections for Clean Organization
Group related fields into clear sections so your team can quickly find what they need—no more endless scrolling.
Drag & Reorder Fields
Need to prioritize certain fields? Just drag and drop to arrange them in the order that works for you.Multi-select Fields
Let agents select more than one option when needed—great for capturing multiple preferences or service types.Dependent Dropdowns
Create smarter forms with dropdowns that update based on other values (e.g., country → state → city).Attach PDFs & Documents
Upload important documents like invoices, IDs, or agreements directly to customer groups or chats.
⚙️ Where to Set This Up
Manage and update custom properties from:
Settings → Organisation → Custom Properties
We built these updates to help your team cut clutter, reduce manual work, and get the full context on every customer—right inside Periskope.
Interested? You can read more from our docs here: https://docs.periskope.app/features/custom-properties-v2
Stay tuned—more exciting drops coming your way this week!
