Tenant Fields

Once you have set up Tenants in Plain you can add more context by setting up Tenant Fields.

Tenant Fields let you bring customer data from your external systems, like your CRM or your own database, directly into Plain. A Tenant represents a customer company or account, and Tenant Fields give you the context you already rely on elsewhere, right where you are working.

Why it's useful

With Tenant Fields, every conversation has the right context: see customer details at a glance without switching tabs, filter queues and reports by data from external systems, and automate workflows based on customer data.

How it works

Tenant Fields are a one way sync from your external systems into Plain. They are read only in the UI. You can toggle the visibility of a field by going to Settings -> Tenant Fields.

Supported field types

Boolean: true or false
Text: free form text
Number: integers or decimals
Date and time: a specific date and time
Dropdown (single select): choose one option from a predefined list
Multi select: choose multiple options from a predefined list