Add and edit custom fields

Summary

Learn to seamlessly tailor information for owners, properties, and tenants, meeting the unique demands of your workflow through the strategic use of custom fields.

This article covers:


Owner custom fields

Under the owner tab, custom fields can only be text. There are 8 custom fields to record additional information.

  • Go to System > Custom fields
  • The owner tab will appear with a list of custom fields
    System_custom_fields_owner.png
  • Input items by entering them into the respective boxes on the right
  • Click Save changes once done
  • The screen will refresh back to the Dashboard

Note: There is no drop-down option to change this type of field.

Property custom fields

Under the property tab, custom fields can only be one of several options. There are 30 custom fields to record additional information.

  • Go to System > Custom fields
  • Click on the Property tab
    System_custom_fields_property.png
  • Click on the drop-down menu
  • Choose an item from the available list
  • Input items by entering them into the respective boxes on the right
  • Click Save changes once done
  • The screen will refresh back to the Dashboard

The types of fields that are available are:

  • Text - Free form
  • Date - Will only allow date format
  • Money - Will only allow currency format
  • Value - Will only allow numbers
  • Yes/No - Ideal for a yes/no question

Tenancy custom fields

Under the tenancy tab, custom fields can only be one of several options. There are 15 custom fields to record additional information.

  • Go to System > Custom fields
  • Click on the Tenancy tab
    System_custom_fields_tenancy.png
  • Click on the drop-down menu
  • Choose an item from the available list
  • Input items by entering them into the respective boxes on the right
  • Click Save changes once done
  • The screen will refresh back to the Dashboard

The types of available fields are:

  • Text - Free form
  • Date - Will only allow date format
  • Money - Will only allow currency format
  • Value - Will only allow numbers
  • Yes/No - Ideal for a yes/no question

Locate custom fields

After configuring custom fields, they are found under the various owner, property and tenancy profiles.

Owner

  • Go to Owner > Current owners
  • Search for the owner
  • Click the owner’s full name
  • Click Options
  • Custom fields appear at the bottom right of the screen
    Owner_profile-custom_fields.png
  • Enter the relevant information
  • Either
    • Click Save & close or
    • Click More > Save & view

Property

  • Go to Property > Current properties
  • Search for the property
  • Click the property’s full name
  • Click Custom fields
    Property_profile-custom_fields.png
  • Enter the relevant information
  • Either
    • Click Save & close or
    • Click More > Save & view

Tenant

  • Go to Tenancy > Current tenancies
  • Search for the property
  • Click the tenant’s full name
  • On the right-hand side, click Custom Fields
  • A pop-up window will appear with the listed custom fields
    Tenant_profile-custom_fields.png
  • Enter the relevant information
  • Click Save
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