Custom fields: the three fields every firm has and no software knows
AvailableIn every workspace, documented here, with its changes listed on its page.
- On the broker’s path
- Platform
The problem this solves: Every firm has three fields the software does not know; they end up in the notes and are never searchable.
In short: Add a field, pick its type, and it is on the record, in the lists, in the export. An import column nobody knows becomes a field in one click. A field a colleague adds or changes appears on every open settings page and form right away.
What you can do
Section titled “What you can do”- Add fields with a type — text, number, date, choice; the internal name fills itself as you type the label.
- Create fields from an import. A column with no matching field becomes a field of your own, with a fitting type.
- Export them. Spreadsheets from contact exports carry your custom fields too.
- Keep private ones. Private contacts, companies and custom fields can be saved in your personal space, visible only to you.
How it works
Section titled “How it works”Fields save as you go and say when a change did not stick; renaming or removing an option asks first. Deleting a field deletes what was entered in it.
Limits and notes
Section titled “Limits and notes”- A field’s values do not travel to the portals; portal fields are fixed by the portals.
New in this feature
The changes of this feature, newest first — one line per change, with the version it shipped in.
- App 0.40.3Editing a custom field saves as you go, and renaming or removing an option asks first.
- App 0.37.6With a screen reader, the new-field dialog now says which field type is chosen.
- App 0.33.16Adding a custom field is quicker: its internal name fills itself as you type the label.
- App 0.25.0Custom fields on deal cards read in one quiet size, so busy boards look calmer.
- App 0.25.0Custom field changes by colleagues show up in your settings and forms right away, without a reload.
- App 0.25.0Spreadsheets from contact exports carry your custom fields too, so a buyer's budget or financing status comes along.
- Platform 0.15.0Custom fields a colleague adds or changes appear on every open settings page and form right away.
- Platform 0.15.0Deleting a custom field also deletes what was entered in it.
- App 0.24.3Fields across the app save as you go, mark clearly whether a change stuck, and resend it with one click if not.
- Platform 0.7.2Private contacts, companies and custom fields can be saved in your personal space, visible only to you.