MAAC and CAAC now support shared Custom Fields, allowing marketing, sales, and support teams to use consistent and automatically synchronized key business attributes across products. Whether the data is membership tier, contract status, lead stage, or important dates, it can now be synchronized and used correctly without relying on tags or renamed fields in different systems.

This article is an Admin Center setup guide. Before using Custom Fields in MAAC or CAAC, you must complete the field setup in Admin Center first. Once the setup is complete, the field can be used in both MAAC and CAAC.

Below is a brief overview of how Custom Fields are used in MAAC and CAAC. Please refer to the corresponding articles for details.

👉 MAAC Article

Displayed in the contact profile
Used as a Customer Journey trigger condition

👉 CAAC Article

Displayed in the contact profile

After you create a Custom Field in Admin Center, it can be used in both MAAC and CAAC. You only need to create the field once. MAAC and CAAC share the same field definition and count toward the same field quota.

Step 1: Go to "Custom Fields" in Admin Center

⚠️ If the page shows "Contact us", it means this feature is not enabled yet. Please contact the Crescendo Lab Customer Success Team for activation.

Step 2: Click "Create Field"

⚠️ If the number of Active Fields has already reached your plan limit, you cannot create another field.

Step 3: Fill in the field information

Name: The field name displayed in the MAAC and CAAC interfaces.
Key: The unique identifier the system uses to recognize this field, and the key used when updating field data through the API.

⚠️ After creation, the Key cannot be changed and cannot duplicate any Key that has ever been created, including archived fields.
Type: The data type. Currently supported types are Text, Number, Date, and DateTime.

⚠️ The Type cannot be changed after creation.
Description: Visible only in Admin Center and used to explain the purpose of the field.

Step 4: Fields that are created successfully and activated will appear under the "Active Fields" tab.

Custom Field Types

Custom Fields support four data types (Text, Number, Date, and DateTime), and each type provides different logic options:

Text

Definition: Stores short string values such as membership tier, city of residence, or preferred brand. The maximum length is 255 characters.
Logic options: Supports equals, does not equal, contains, does not contain, and Has value.
Example: Set the condition to "Membership Tier equals VIP" to route high-value customers to a dedicated service flow, or set "Preferred Brand contains Sportswear" to send promotional messages for that product line.

Number

Definition: Stores integer or decimal values such as total spending, reward points, or remaining lesson count.
Logic options: Supports equals, does not equal, greater than, greater than or equal to, less than, less than or equal to, Between, and Has value.
Example: Set "Current Reward Points greater than or equal to 1000" to send a premium redemption coupon, or set "Remaining Lessons less than 3" to automatically trigger a renewal reminder.

Date

Definition: A standard calendar date in YYYY-MM-DD format, without a specific time or timezone. Best suited for all-day milestone events.
Logic options: Supports before a specific date, after a specific date, equals a specific date, within the past X days, within the next X days, and Has value.
Example: Set "Membership Anniversary equals a specific date 2024-01-01" to identify founding members, or set "Last Purchase Date is within the past 90 days" to determine whether a customer is recently active.

DateTime

Definition: A precise timestamp that includes date, hour, minute, and second. The system stores it in UTC, but the interface automatically aligns it to your organization's local timezone when you configure conditions.
Logic options: Supports the same operators as Date (including before / after a specific point in time and within the past or next X days), but evaluates down to the second.
Example: Set "Trial Expiration Time is before a specific point in time" to send an upgrade message one hour before the trial ends.

# Edit Fields

Click the "Edit" icon on the right side of a field to edit an existing field. You can only edit the field's Name and Description.

# Archive and Reactivate Fields

1. Archive a Field

If a field is no longer in use, you can archive it. The impact is as follows:

The field will no longer appear in MAAC or CAAC contact profiles. If the field is restored later, historical data will still be preserved and shown again.
If the field has been used in MAAC segmentation, Customer Journey, or contact-related settings, the system will stop reading that field, and existing conditions or flows will be affected.
The archived Key cannot be reused. If you write data through the API while the field is archived, the request will fail.

To avoid accidental operations, enter the field name below to confirm that you want to archive this field.

2. Reactivate a Field

You can reactivate a field that was archived in the past. After reactivation, the field can be used again in MAAC and CAAC, and its historical data will still be preserved and displayed.

# FAQ

Q: Is there a limit to the number of Custom Fields?

The number of active fields cannot exceed your plan limit. If you need more capacity, please contact the Customer Success Team.
The total number of active fields plus archived fields cannot exceed 200.

Q: What happens when a Custom Field is archived?

After archiving:

It can no longer be used in new segmentation or Customer Journey settings.
Existing automation will no longer evaluate conditions based on that field.
Historical data on the contact will be preserved.
The field still counts toward the 200-field limit.

Archiving is suitable for fields that are no longer used but whose historical data still needs to be kept.

Q: After setup is complete, how can I populate field data?

You can enter field information directly in the MAAC and CAAC interfaces, or manage field data through CSV import / export workflows.
You can also import data through the API. For more information, please contact the Crescendo Lab Customer Success Team.