Custom fields can help you track and manage data unique to your organization.
Custom Field Types
1. Custom Field Options Include the following Fields:
- Text
- Date
- Choose One
- Choose Many
- Checkbox
- Numeric
- Decimal
- Currency
- Text Area
2. The Tab Name is required when adding your Custom Field and the Tab description is optional but may be useful for your users to identify what type of data they should input.
3. You also have the ability to Allow Entry of Values not in the List and Adding your Custom field to your filters by checking the Add to Filter box next to each field title.
Creating Custom Fields
1. Custom Fields can be added on the following pages:
- Dashboard for Job Custom Fields.
- Properties page for Property Custom Fields.
- Companies page for Company Custom Fields.
2. To add Custom Fields to any of the above sections you will navigate to that page and click the Manage icon in the upper right, then click Custom Fields.
3. Click the Create New button in the upper right.
