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.
Instead of juggling tools, you can display the fields that matter most to your team on the Tenant page and in the thread sidebar. Think: account tier, plan type, renewal date, industry, or anything else you track.
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.
Automate workflows based on customer data, such as prioritising high value accounts.
Show fields in the thread sidebar so the right details are always visible during conversations.
How it works
Tenant Fields are a one way sync from your external systems into Plain. They are read only in the UI, so you always know the source of truth is your CRM or wherever you manage them.
If you connect a CRM to Plain, Tenant Fields will be automatically created from the custom fields you have already defined.
If you prefer to manage them yourself, you can also create Tenant Fields via the API.
By default, synced fields start are hidden. You can choose only the ones that are truly useful to display. 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