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How to View and Edit Customer Custom Values

Custom values are five free-text fields you can store on any customer. They are useful for data that does not fit the standard fields — an internal reference, a lead source, a call center note code, or any value your integration needs to keep alongside the customer.

Your integration can also fill them through the API: they are the CustomValue1 to CustomValue5 fields (up to 512 characters each) of POST /api/v2/open/customers when you create a customer and PUT /api/v2/open/customers/{id} when you update one. On an update, any field you leave out keeps its current value.

Step 1: Open the Custom Values Tab

  1. Go to For Customers > Search.

  2. Find the customer and open their profile.

  3. Open the Custom Values tab.

Custom Values tab of a customer showing Custom Value 1 to Custom Value 5 and the Edit button

Step 2: Read the Values

The tab lists the five fields — Custom Value 1 through Custom Value 5 — with the value stored for this customer. Empty fields are shown as blank.

Step 3: Edit the Values

  1. Click the Edit button in the Custom Values tab.

  2. The Custom Values window opens with five inputs labelled Value 1 to Value 5, pre-filled with the current data.

  3. Type or change the values you need.

Custom Values window with the Value 1 to Value 5 inputs and the Close and Save buttons

  1. Click Save. A Custom values updated successfully confirmation appears and the tab refreshes.

Custom Values tab showing the updated values after saving
Tip: Keep the meaning of each field consistent across your account — for example, always use Value 1 for your internal customer reference. The fields are free text, so nothing enforces it for you.

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