Custom Unit Field Settings

If you would like to enter additional unit data that is not available as a field in your software, you can create custom data fields. 

Create a custom unit field

1. Hover over the Units tab, and select Field Settings

2. Type the name of the field you'd like to create in the Name box and click Create Custom Field.

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Once a custom field is created, it will appear at the bottom of the page when you create a new unit.  Information can also be entered into the custom field by clicking on the unit from the tenant profile, unit list, grid view, or site map and then clicking Edit on the Unit page.

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You can change the order that custom fields will appear by dragging the fields into the order you'd like. Click Update Order when you have arranged the fields in the order you'd like them to appear. 

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The custom field will not appear on the Unit Details page until the field has been used.


View Custom Field data

The Custom Fields report can be used to see which units have information entered into specific custom fields. 

 

Edit or delete a custom field

1. Click Edit button to the right of the field name.

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2. Edit the name of the Custom Field and click Update Custom Field or you can click Delete in the top right corner. You will see a pop-up at the top of your screen to confirm that you want to delete the Custom Field.

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