Understanding Field Types
There are two main types of project custom fields:
1. Other Contacts
These fields allow you to define roles beyond the primary contact for a project, such as:
Spouse
Adjuster
Property Manager, etc.
By default, three contact fields are available:
Main Contact (non-editable)
Other Contact 1 (editable)
Other Contact 2 (editable)
You can rename Other Contact 1 and 2 to represent whatever role fits your workflow.
2. Custom Text Fields
These are flexible fields you can label and populate with project-specific information, such as:
Carrier
Policy Number
Claim Number
Deductible
You can also customize all 7 of these to suit your needs, for example using titles like the following:
Roof Color
Age of Roof
Previous Contractor
Note: Only the number of custom text fields you configure in Company Settings will appear in the project details. If you define four fields here, only those four will be visible in the actual project view.
Populating and Using Custom Fields in a Project
Once your fields are set:
Go to any existing project.
Click Project Details.
You’ll now see the newly labeled contacts and custom text fields.
For example:
Contact roles might show as: Main Contact, Spouse, Adjuster.
Custom fields might appear as: Carrier, Roof Color, Age of Roof, etc.
Entering Data
Simply click into any field to enter the appropriate data.
For contact roles, begin typing a name to find an existing contact or create a new one on the spot.
When creating a new contact, you’ll also specify:
Contact Type
Lead Source
All changes are saved automatically.
Summary
Project custom fields in ProLine empower you to organize data in a way that fits your team’s needs. By defining custom contacts and project details, you can ensure all critical information is stored and accessible in one centralized place.
See our step-by-step guide HERE.