A. What are custom fields
They are a tool that allows you to add "custom" fields to the Properties and to the properties you have in Witei.
This will be very useful if for your internal organization of the business, you need a field or extra fields to store 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 your file.
This tool gives you greater flexibility, along with tags and private notes, so you can tailor your Witei account to the specific needs of your business.
Please note that:
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.
If you want to learn how to create, manage, edit and delete custom fields in your properties, we share with you this video (in Spanish language) where we explain it in detail:
Below you have direct links to each specific section of the video in case you want to go directly to that part:
0:08 - How to create a custom field for your properties.
0:27 - How to add a name to your custom field
0:45 - How to edit a custom field
0:56 - How to see the custom field in your properties tab
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:
1. Clicking on "Add Custom Field" > Select whether you want to add a new field to Client or Property:
2. 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.
3. 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.
4. 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 custom fields in a property file
1. Go to the Property > Click on Edit.
2. Inside the Form of the property you will be able to visualize the customized field and to fill it with data or to leave it blank, they will be in the low part of the form.
Once the personalized fields are filled in the property form, you will be able to see them on the right side of the property file where the private data is available:
If the custom fields are not filled in the property form, they will not be displayed in the property 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!