Search Support Docs

Search
Generic filters
Exact matches only
Search in title
Search in content
Search in excerpt

Create and Modify Custom Property, Sales, and Lease Fields

Create and Modify Custom Property, Sales, and Lease Fields

Introduction (Please Read)
The purpose of this document is to show you how to create customized property fields and change customizable sales and lease field names. You can easily create numerous custom property fields and change the user field names within the program. You must have administrative rights to your database to perform these steps.

This document has two parts:

Part 1 – Creating a Customized Property Field
Part 2 – Changing Sales and Lease Record Field Names

Part 1 – Creating a Customized Property Field

Step 1: Under the file menu, move your mouse pointer to administration and select settings.

Step 2: Select Custom Property Fields to add custom fields to Property Section> Overview tab.
Untitled-1 (72)
Step 3: Enter in the order in which you want the field to appear on your list, select the next available user text field from the drop down list and enter the name of your new field as it should appear in the program.
Untitled-1 (73)
Step 4: Close the window and go to the Property Overview tab to see your newly created field.
Untitled-1 (74)
Part 2 - Changing Sales & Lease Record Field Names

Step 1: Under the File menu, move your mouse pointer to Administration and select Settings.

Step 2: Select the Custom fields tab
Untitled-1 (75)
Step 3: Change the field names to what you would like displayed in the program (Please note that you can change the custom field name for Contact records from this screen as well).
Administration
Step 4: Close the window and go to the Sales and Lease tabs on a Property record to see your newly renamed fields.
Sales

Leases

« « Previous | Next » »