Overview
DoorLoop already tracks a lot of information related to your property management business; however, if you need to track more data in the software, you can by adding Custom Fields. By adding these custom fields, you can easily track any information vital to your operations that doesn’t already have its own place in DoorLoop.
Note: Custom fields are only available on Pro and Premium accounts. Consider upgrading if you need access to this feature.
The Steps
Set Up Custom Fields
To set up your custom fields, click Settings on the main menu and then click Custom Fields.
On the Custom Fields page, click the Add Custom Field button at the top right corner.
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
Click Save Field when you have entered all the information needed.
View Custom Fields Information
Custom fields can only be related to a Property, Unit, Prospect, or Tenant. That means that you can only view custom fields from these objects. These will be presented as a Custom Fields section on the Overview page. For example, on the Tenant Overview page, it will look like this:
Filter by Custom Fields
You can also filter by custom fields when viewing the Property, Unit, Prospect, or Tenant pages. For example, on the Unit page, simply click the Filter button, and then you can filter the list of units using one or a combination of several of your custom fields.
Next Step