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Set Up Custom Fields

Learn how to set up custom fields in DoorLoop to track information for properties, units, prospects, or tenants that isn't built into the software.

Written by Samuel

Overview

Custom Fields let you track information specific to your business — such as parking spot numbers or lease-specific notes — that isn't built into DoorLoop by default. You can add custom fields to Properties, Units, Prospects, or Tenants.

Note: Custom fields are only available on Pro and Premium accounts. Consider upgrading if you need access to this feature.

The Steps

  1. To set up your custom fields, click Settings on the main menu. On the Related Lists section, click Custom Fields.

  2. On the Custom Fields page, click the Add Custom Field button at the top right corner.

  3. On the Add Custom Field window, you will need to enter the following:

    • Field Name - Enter a name for your new custom field

    • Related To - What is this field related to?

      • Property

      • Unit

      • Prospect

      • Tenant

    • Field Type - Field type can be the following:

      • Text Field

      • Number Field

      • Date Field

      • Yes / No Field

      • Dropdown Select Field

      • Percentage Field

      • Currency Amount Field

  4. Click Save Field when you have entered all the information needed.

Your custom field is now saved and will appear as an option the next time you add or edit a Property, Unit, Prospect, or Tenant — depending on what you related it to.

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