A. What are custom fields
They are a tool that allows you to add "custom" fields to the Properties and Contacts you have in Witei.
This will be very useful if, due to your internal business organization, you need an extra field or fields to save valuable and interesting information about your contacts or properties and you do not want to use the private notes to write it down, but a more specific field within their file.
This tool gives you more flexibility, along with tags and private notes, so you can adapt your Witei account to the specific needs of your business.
Please note:
You will be able to Custom fields will have as field name the one defined by the user.
Custom fields will allow you to store a text string of up to 200 characters maximum.
The user who creates the custom field will have to select which data Entity they want it to belong to, i.e. choose whether it belongs to: Properties or Contacts/clients.
Only users with administrator permissions will have access to the Settings > Custom Fields section.
If you want to delete a Custom Field, you will lose all the information you have stored in it permanently and you will not be able to recover the data.
All users, regardless of their permissions, will be able to view the custom fields in the Forms of their contacts and properties, that is to say, the new fields that are added will appear in their respective forms and all users will be able to add, modify or leave blank their values as if it were a normal field.
Remember that you must have the corresponding plan of the Real Estate Manager or CRM service as appropriate.
B. How to create, edit, delete and use Custom Fields
To be able to create, edit and/or delete Custom Fields from your workspace access: Settings > Custom Fields.
From this section you can create new custom fields by following these steps:
Clicking on "Add Custom Field" > Select whether you want to add a new field to Client or Property:
After that, you will be able to select the Entity of the custom field, i.e. choose whether this field will be added to your Properties or to your Contacts/clients.
Write the Field Name, this will be the name that the new field will receive in the forms. We recommend using a descriptive name for the data to be stored. Example: "negotiation limit", "email 3", "fifth owner", "Important notes", etc.
Click on Save.
To edit or delete the custom fields follow these steps
1. Click on Actions
2. Select the option you want to do: Edit or Delete.
Important:
Only users with administrator permissions to your workspace will have access to the Settings > Custom Fields section.
If you want to delete a Custom Field, you will lose all the information you have stored about it permanently and you will not be able to recover the data.
Once you save, you will see that this custom field is already available to you in the contact form.
C. How to use the custom fields in the contacts tab
1. Go to the contact > Click on Edit.
2. Inside the Form of your contact you will be able to visualize the personalized field and fill it with data or leave it blank, you will find them at the bottom of the form.
Once the custom fields have been filled in the contact form, you will be able to view them on the right side of the contact form where you will find the contact data on the right side:
If the custom fields are not filled in the contact form, they will not be displayed in the contact's file.
The users of your workspace will be able to add, modify or leave blank the content of this custom field as if it were a normal field.
If you have any further questions, don't hesitate to contact us via chat!