Custom Fields: Adding Custom Fields
Standard fields not enough? Create custom fields for properties, contacts, leads, or deals. For data specific to your office.
When to use this?
Section titled “When to use this?”- You’re tracking something business-specific (e.g., internal project code)
- A market-specific attribute not included in standard fields
- Workflow status for your team
Field types
Section titled “Field types”| Type | Description |
|---|---|
| Text | Free text, short |
| Long text | Free text, long |
| Number | Numeric |
| Date | Date |
| Dropdown | Multi-choice with predefined options |
| Checkbox | Yes/No |
Per resource
Section titled “Per resource”Create for:
- Properties
- Contacts
- Leads
- Deals
- Relations
Appears on the detail and edit pages of that resource.
Creating a custom field
Section titled “Creating a custom field”- Settings → Custom Fields → Create Field.
- Fill in:
- Name (label on form)
- Field type
- Resource (where it appears)
- Required? (validation)
- For dropdown: options
- Save → field appears immediately on the relevant pages.
Filtering on custom fields
Section titled “Filtering on custom fields”Custom fields are automatically available as filter options in overviews. Filterable and visible as a column in views.
Usage in PDF templates
Section titled “Usage in PDF templates”Custom fields available as variables in PDF templates (e.g., {{ property.custom_field_x }}).
Next step
Section titled “Next step” Tags and labels Lighter categorization without a custom field.