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

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.

Attachments (9)

PREFRENCES-0....jpeg
74.7 KB

custom-field....jpeg
58.9 KB

CUSTOM-FIELDS-3.jpeg
97.8 KB

custom-field....jpeg
38.8 KB

custom-field....jpeg
13 KB

custom-field....jpeg
21.5 KB

custom-field....jpeg
25.5 KB

custom-field....jpeg
28.8 KB

custom-field....jpeg
25.8 KB