Creating and Configuring Custom Data Fields

Custom Data Fields let you create and manage unique fields for your businesses' contacts and property listings. This makes data management more flexible and scalable.

These fields are grouped into sections and can be different types, such as short text, long text, date, currency, number, and yes/no fields.

Master Users can set up custom data fields for Contacts and Listings independently through System Configuration.

Users with the right permissions can view or edit custom fields linked to their Contacts or Listings.

Custom Field Activation

1. Click on your name located in the top right-hand corner of the screen.

• Select Manage Subscriptions.

2. Click Activate within the Custom Fields section.

3. When prompted, select Activate and then Confirm to initiate the activation.

4. Once your Custom Fields are activated and confirmed, click the designated button to open the system confirmation and set up your custom fields.

Custom Field Configuration

1. Navigate to My Office from the dashboard and select Edit Details.

• Within the System Config. tab, choose Custom Fields Configuration from the dropdown menu.

2. Use the Category dropdown menu to select either Contacts or Listings.

• Click Add New Section to include specific details, providing a more comprehensive view of the relevant category you've chosen.
• Enter a name and description for the new section once prompted, and then click Save.

3. Within the appropriate section(s), click Add Field to create a new data field.

• Enter a Label, select a Type, and then click Save in the designated area.

4. You can edit or delete data fields by clicking the relevant action icons. However, if you choose to delete a field, the associated values will also be removed.

5. You can edit or delete a category section by clicking the designated buttons. 

Note: Deleting a section will remove the section, along with all fields and field values within it.

6. When enabled, the Custom Data Tab on Contacts and Listings will display the configured sections and fields.