1. Start by clicking on your icon/name in the upper right-hand corner

2. Click Settings

3. Scroll to the bottom of the list, then click Custom Fields

4. Click Add

5. Enter in the various lines

  1) Group: This is the type of data you are adding the custom field too. The different options are listed below.

  • Property
  • Unit
  • Tenant
  • Workorder
  • Owner
  • Vendor
  • Vendor Contact
  • Client
  • Client Contact

 2) Name: This is the name of your custom field. ie: License plate number

 3) Type: This is the type of answer for your custom field. The different options are listed below.

  • Text - This will display a text box to type in
  • Select - Select from a list of options you have already pre-determined
  • Yes/No - Yes no check box
  • Date - Text box to enter in date

6. After each line is filled in click Add. Below is an example of the different types, these custom fields are added to Tenants.