You can add up to 50 custom fields for companies. These fields can store information specific to the company or information required for your organization to manage the company. When you use custom company fields, you specify the field name and data type in the System Settings. Kube displays an Other section on each company's Essentials screen, allowing you to populate the custom fields with data. For more information about editing customer records, see Reviewing and editing company information.
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
NOTE: Kube only displays fields that you have customized. For example, if you customize two custom fields, Kube only displays those two fields in the Other section on the company's Essentials screens.
CAUTION: Once a custom field data type is selected and the field has been used, the data type selection cannot be changed. If you need to update a data type, please reach out to Yardi technical support.
To customize a company field
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Custom Fields in the side menu and select the CRM and the Company Custom Fields tabs.
Click the Edit button.
Enter your custom field names into the fields you want to customize and select a data type. See the end of this article for a screen reference.
Click Save.
TIP: The next step in the Kube system setup process is to set optional company fields as mandatory. For more information, see Setting optional company fields as mandatory.
Custom Company Fields Screen Reference
Custom Field | Displays the order custom fields appear in the Others section of the Company Essentials. This cannot be changed. |
Label Text | The text entered in this field appears as the label for the custom field in the Others section of the Company Essentials. |
Data Type | Select the data type the field should support when users add information to the field. The following data types are available:
CAUTION: This selection cannot be changed once the field is used. To change a data type, please reach out to Yardi technical support. |
Decimal Places | This option only becomes active if the Number data type is selected. This field allows you to enter a numeric value for how many decimal places the number field supports. If only whole numbers should be entered, enter 0 into this field. |
Mandatory | Select whether the custom field is required before the Company Essentials can be saved. Kube indicates if the field is required with a red asterisk (*). |
Query | This column only appears if a custom list query has been created. For assistance creating a list using a query, please reach out to Yardi technical support. |
List Values | This field becomes active if the List data type is selected. This field must be filled out in the following format:
List Item 1^List Item 2^List Item 3 |