How to create new sections on the summary screens with custom fields

Modified on Tue, 26 Mar 2024 at 09:36 AM

Available for Enterprise only Custom fields enable clients to add additional sections and fields to the following summary screens:

  • Properties
  • Units
  • Tenancies
  • Applicants/Tenants

         

In this example, there are two additional Sections to the tenancy screen called Rent includes and Tenancy health requirements. Within each section, there are created custom fields.


   

Step 1 Add a section

    Step 2  Label the section

  Step 3 Add the conditions. In this example, it's a section for residential tenancies that have the tenancy sub type = Assisted

    Step 4 Add fields and choose the chosen required field type

    Step 5 Label the field and choose your default position

    You can continue to add more fields and additional sections if you wish.

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