- Help Center
- Transaction Management
- Creating & Editing a Deal
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Getting Started
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Lease Administration
- Equipment Leases
- Change History Log
- Clauses
- Document Storage
- Financials
- Creating & Editing a Lease
- Critical Dates
- Lease Column Configurations
- Custom Fields
- Contacts
- Filtering
- Assets
- Lease Data Exports
- Occupier Analytics Dashboard
- Customizing Data Categories
- Lease Admin Overview
- Column Configuration & Filtering
- Tasks & Commenting
- Lease Payables
- Lease Data Imports
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Lease Accounting
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Transaction Management
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Broker Deals CRM
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Monthly Release Notes
How To Add Custom Data
Why did we build this?
This was built so that customers can add and access data that is significant and exclusive to their needs.
What does it do?
Adding custom data allows you build out your Occupier account in a manner that aligns with not just the information in your leases, but also the operational needs of your business.
How to use it
How To Add Custom Data:
Step 1: Click into settings on the top right of the screen
Step 2: Click on either “ Categories” or “Custom Fields” and select the type of data fields you would like to customize.
Now that the custom data field has been created, you can enter/edit related details in the lease or deal forms.