What is a Field?
A Field is part of a Field Section, which in turn is part of a Field Group. Each Field represents specific information pertaining to the transaction you are working on.
For example, you can have a Field Group titled Details, with a Field Section titled Property Details. The Property Details section would have a list of Fields that belong to that section such as Property Type, Property Access, Year Built, etc.
When you create a property, either through an intake form or manually, you will see the different Fields available to fill out. If you find that you are continually needing a specific field, you can always create more Fields in the Field Editor.
The Field Editor can be found by going to the hammer icon.
Add a New Custom Field
The first thing you want to do is make sure you are in the correct Field Group. Click on the Field Groups button to choose the group you need.
Once you're in the correct group, find the Field Section you want to add the Field to and click Add Field.
A box will open to the right where you can fill in the details for the new Field. Here's what each section represents.
Field Section - This will show the Field Section you are creating the Field under.
Field Label - This is the name of the Field as it appears under its Field Section.
Merge Field - These are used in Email or Text Templates. When one of the templates is used in a transaction, it will pull the data that matches the Merge Field into the email or text. The best way to fill out this section is to copy the Field Label you just entered, and paste it into the section for the Merge Field. This should automatically adjust to the required format.
Placeholder Text - This is where you will add any examples that hint to what your Field Label is, that way, when the agent or Transaction Coordinator goes to fill out that Field, they'll know what it's asking for.
Field Type - The Field Type is how the Field needs to be filled out; if the Field requires a number, then you would use the Number Field Type. It's important to understand what each Field Type represents because once you create it, there is not a way to edit the type at a later date. This article goes over each Field Type in detail: Field Type Options.
Text
Textarea
Decimal (currency or percent)
Date
Number
Choice
Once you are done entering all of the information for the new Field, click on Add New Field.
Now that the new Field has been added, find the star next to that Field. If the star is purple, it means the Field will show in the agent portal and client portal. If you don't want that Field to show in those portals, click on the star to clear it.
This also applies to Field Sections. If you don't want a specific section to show in the portals, click on the star next to the Field Section name to clear it. This will override the individual Field stars in that section.
For any Field you add that has the Field Type of Date, you will see a little calendar next to the star. This gives you the option to add the date to your API calendar once you have created the transaction. You will need to have your calendar connected to your Open To Close account in order for this option to work.
You have the option to select specific Fields in the Field Section by either clicking on All in the Field Section header or individually checking the box next to each Field name.
Once you have selected the Field(s) you need, you have these options; Delete, Move, Calendar, or X. This article goes into each option in more detail: Options for Mass Selecting Fields.
