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System Setup
Custom Fields
Custom Fields
41 articles
CRM Custom Fields
Adding a user and company type
Industry Types
Adding a major and minor category
Customizing user fields
Setting optional contact record fields as mandatory
Customizing company fields
Setting optional company fields as mandatory
Customizing lead status labels
Customizing a tour status
Contract Custom Fields
Adding a contract type
Setting a default contract type
Adding a termination and discard type
Setting a default termination and discard type
Customizing contract fields
Space Custom Fields
Adding a space type
Adding a space configuration
Activating space options
Support Ticket Custom Fields
Adding a support ticket category
Editing support ticket categories
Adding a support ticket priority
Editing support ticket priorities
Adding a support ticket status
Editing support ticket statuses
Property Custom Fields
Adding a brand custom field
Adding a territory custom field
Adding a market custom field
Adding a region custom field
Property Custom Fields Introduction
Checklists Custom Fields
Adding a move-in checklist item
Adding a move-out checklist item
Adding criteria to a checklist item
Receivables Custom Fields
Adding a credit note reason (non-US regions)
Adding an automatic payment change reason
File Category Custom Fields
Adding a company file category
Adding a user file category
Email Campaign Custom Fields
Adding an email campaign category
Event Custom Fields
Adding an event category
Adding an event question
Check-In Custom Fields
Adding a check-in priority
Adding a check-in checklist item
Adding a check-in decline reason
