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.