Flexible Custom Attributes for Tailored Client Data Management

Custom Attributes & Fields

PrimeAML's Custom Attributes & Fields feature allows you to define unlimited custom attributes tailored to your business needs, with support for text, numbers, dates, dropdowns, and multi-value fields for flexible data management. This powerful feature ensures that your client management system can capture and track all the information relevant to your specific business processes and regulatory requirements.

Unlike traditional CRMs with fixed data structures, PrimeAML's flexible attribute system allows you to extend client records with custom fields that match your unique business needs. Whether you need to track industry-specific information, regulatory data, or business-specific metrics, custom attributes provide the flexibility to capture and manage this information effectively.

Key Features of Custom Attributes & Fields

Our comprehensive custom attributes solution includes all the tools you need to extend client records with custom data fields.

• Unlimited Attributes
  Define unlimited custom attributes for each client type, ensuring you can capture all relevant information for your business.
• Multiple Data Types
  Support for text, numbers, dates, dropdowns, checkboxes, and multi-value fields for flexible data capture.
• Multi-Value Support
  Support for multi-value attributes, allowing you to store multiple values for a single attribute when needed.
• Validation Rules
  Configure validation rules for custom attributes, ensuring data quality and consistency across client records.
• Search and Filtering
  Search and filter clients based on custom attributes, enabling powerful data analysis and reporting capabilities.
• Attribute Groups
  Organize custom attributes into groups for better organization and user experience in the client interface.

Why PrimeAML's Custom Attributes Stand Out

PrimeAML's Custom Attributes & Fields provide the flexibility you need to capture and manage all relevant client information, regardless of your specific business requirements.

• Unlimited Flexibility
  Define unlimited custom attributes to match your specific business needs and regulatory requirements.
• Multiple Data Types
  Support for various data types ensures you can capture any type of information relevant to your business.
• Powerful Search
  Search and filter capabilities enable powerful data analysis and reporting based on custom attributes.
• Data Quality
  Validation rules ensure data quality and consistency across all client records.

PrimeAML's Custom Attributes & Fields provide the flexibility and power you need to capture and manage all relevant client information, supporting effective client management and compliance processes.