Custom tenant information fields let you store business-relevant data on each tenant record beyond the built-in name and contact details — VAT number, account manager, contract value, vertical, anything specific to how you operate.
Common Custom Fields on Tenants
- VAT / Tax ID: Required for invoicing in many jurisdictions.
- Account manager: Linked to a user — owner of the customer relationship.
- Industry / vertical: Healthcare, fintech, retail, etc.
- Company size: Employee count range or revenue range.
- Contract details: Start date, end date, value, renewal date.
- Region: EU, NA, APAC for routing.
- Internal CRM ID: Foreign key to Salesforce / HubSpot.
- Churn risk score: Calculated or imported from analytics.
- Lifecycle stage: Trial, active, expansion, at-risk, churned.
Adding a New Field
- Open Architect Panel → Tenants → Custom Fields.
- Click Add field.
- Configure type, label, validation — same as for any custom field.
- Set who can see and edit it (typically admins only for sensitive info).
- Save.
Where the Values Appear
- Tenant detail page in the admin panel.
- Tenant list views (as optional columns).
- Custom reports and dashboards (e.g. revenue by vertical, contract renewals this quarter).
- API responses (with appropriate permissions).
Worked Examples
- SaaS metrics: Custom fields for ARR, MRR, churn risk; powers an executive dashboard.
- Sales operations: Account manager field links to users; commission reports use this link.
- Compliance: VAT number + tax-exempt flag; invoicing logic uses them automatically.
- Lifecycle marketing: Lifecycle stage drives which emails the tenant receives.