Custom fields

Directors use Organization > Fields to add information to Contacts, Listings, Lettings, Inspections, or Work orders. Each resource type supports up to 50 fields. Fields appear in the relevant record’s additional-information area.

For reusable sets of questions, such as an inspection checklist, use form templates instead.

Create a field

Choose a label of up to 50 characters, a description of up to 150 characters, a response type, whether the field is required, and for listing fields whether it is visible.

Types are single-line text, multi-line text, number, toggle/checkbox, dropdown (single option), date, and date with time. A dropdown needs 2 to 20 distinct options of up to 50 characters each. A toggle/checkbox field is never required, because leaving it unticked is a valid answer.

Listing fields

Display for can limit a listing field to Sales, Rentals, or Both.

Visible shares the field on your website, through the developer API, and with portal integrations, so use it deliberately. Other resources do not have a Visible setting.

Change or delete a field

You can edit the label, description, required/visible settings, and listing scope later; the resource, data type, and dropdown options remain fixed.

Deleting a field also deletes its saved values from every record, and a new field with the same label starts empty.