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- Help Center
- Getting Started
- Custom Data Management
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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
Custom Categories
How Do I Add or Change Custom Categories?
Types of Data Categories are:
- Space Types
- Clause Types
- Expense Types
- Event Types
- Equipment Types
- Stage Types
Occupier's custom categories enable users to create and use data that matches their unique business needs. With a few clicks, you can create custom data points to accurately reflect your individual leases and portfolio of leases.
How to customize your categories:
Step 1: Navigate to your settings
Step 2: From your settings, navigate to "categories"
Step 3: This is where you can add new or edit existing space types, clause types, expense types, event types, equipment types and stages types.
Editing a Custom Category:
The categories can be edited, even if currently being used in a particular lease. Those edit(s) will populate all leases where it is actively being used.
Deleting a Custom Category:
If the category is currently being used in a lease, then it cannot be deleted.