Custom Fields

What are Custom Fields and How Do I Set Them Up?

What are custom fields?

Any data point that we don't typically track in our out-of-the-box solution can be added as a custom field for your tracking purposes. As the name suggests, they are super customizable and flexible. 

Steps to set up Custom Fields: 

Step 1: Navigate to “Settings” by clicking on the icon in the top right corner of the app.

Step 2: Select the “Custom Fields” tab on the left hand side of the page.

Step 3: Choose where you want the custom field to display (deals, leases, vendors or payables) 

Step 4: In order to add a new custom field, click on the “Add Custom Field” button on the right side.

Step 5: Select the type of field you’d like to add.

Step 6: Save the new custom field by clicking "Submit"

Step 7: Find it available on each lease in the details tab under "Custom Data"

To populate the custom field, just click on the pencil icon as shown below -