Set Up A Custom Field

PropertyMe Grow CRM lets you set up custom fields to capture any additional information you need. You can set up a custom field at any time and create as many as you need.

You can create custom fields for the following:

• Contacts
• Appraisals
• Listings
• Property
• People

This article will guide you through setting up a custom field.

Contact

1. Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
2. Click Account Settings.
   
3. On the side menu, click Fields.
   
4. At the top of the page, select Contact.
5. Click Create Field.
   
6. Fill out of details of the field.
   • Label: The name of the field.
   • Description: The description of the field.
   • Section: Where the field will appear within the contact.
     • Buying
     • Overview
     • Looking To Rent
        
   • Field Type: The field type.
     • Checkbox
     • Date
     • Multi Attachment
     • Multi Checkbox
     • Multi Line Text
     • Multi Select
     • Phone Select
     • Radio Group
     • Single Attachment
     • Single Line Numeric
     • Single Line Text
     • Single Select
     • Time
        
   • Editable: Control whether the field is editable within the contact.
   • Label: If Multi Checkbox, Multi Select, Radio Group or Single Select is selected, this field is for the names of the available options.
   • Value: If Multi Checkbox, Multi Select, Radio Group or Single Select is selected, this field is for the values of the available options.
      
7. Click Save Field.
   

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Appraisals & Listings

1. Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
2. Click Account Settings.
   
3. On the side menu, click Fields.
   
4. At the top of the page, select Appraisal & Listing.
5. Click Create Field.
   
6. Fill out of details of the field.
   • Label: The name of the field.
   • Description: The description of the field.
   • Section: Where the field will appear within the appraisal or listing.
     • Address Details
     • Appraisal Details
     • Listing Details
     • Property Details
     • Property Features
     • Image & Copy
     • Internal Notes
        
   • Listings Category: The listing property type.
   • Segment: Where the field will appear within the selected section.
     • No Segment, Address, Contacts or Legals (Address Details)
     • No Segment, Price or Authority (Appraisal Details)
     • No Segment, Sold Details, Auction Details, Price Display Options or Authority (Listing Details)
     • No Segment, Images, Floorplan, Document or Copy (Image & Copy)
       • Not available for Property Details, Property Features or Internal Notes.
          
   • Field Type: The field type.
     • Checkbox
     • Date
     • Multi Attachment
     • Multi Checkbox
     • Multi Line Text
     • Multi Select
     • Phone Select
     • Radio Group
     • Single Attachment
     • Single Line Numeric
     • Single Line Text
     • Single Select
     • Time
        
   • Editable: Control whether the field is editable within the appraisal or listing.
   • Label: If Multi Checkbox, Multi Select, Radio Group or Single Select is selected, this field is for the names of the available options.
   • Value: If Multi Checkbox, Multi Select, Radio Group or Single Select is selected, this field is for the values of the available options.
      
7. Click Save Field.
   

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Property

1. Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
2. Click Account Settings.
   
3. On the side menu, click Fields.
   
4. At the top of the page, select Property.
5. Click Create Field.
   
6. Fill out of details of the field.
   • Label: The name of the field.
   • Description: The description of the field.
   • Section: Where the field will appear within the property.
     • Address Details
     • Property Details
        
   • Property Categories: The property type.
   • Segment: Where the field will appear within the selected section.
     • No Segment, Address or Legals (Address Details)
       • Not available for Property Details.
          
   • Field Type: The field type.
     • Checkbox
     • Date
     • Multi Attachment
     • Multi Checkbox
     • Multi Line Text
     • Multi Select
     • Phone Select
     • Radio Group
     • Single Attachment
     • Single Line Numeric
     • Single Line Text
     • Single Select
     • Time
        
   • Editable: Control whether the field is editable within the property.
   • Label: If Multi Checkbox, Multi Select, Radio Group or Single Select is selected, this field is for the names of the available options.
   • Value: If Multi Checkbox, Multi Select, Radio Group or Single Select is selected, this field is for the values of the available options.
      
7. Click Save Field.
   

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Person

1. Click the account name in the top left corner (to the right of the "Grow CRM" switcher).
2. Click Account Settings.
   
3. On the side menu, click Fields.
   
4. At the top of the page, select Person.
5. Click Create Field.
   
6. Fill out of details of the field.
   • Label: The name of the field.
   • Description: The description of the field.
   • Section: Where the field will appear within the person.
     • Profile
     • Financial
        
   • Field Type: The field type.
     • Checkbox
     • Date
     • Multi Attachment
     • Multi Checkbox
     • Multi Line Text
     • Multi Select
     • Phone Select
     • Radio Group
     • Single Attachment
     • Single Line Numeric
     • Single Line Text
     • Single Select
     • Time
        
   • Editable: Control whether the field is editable within the contact.
   • Label: If Multi Checkbox, Multi Select, Radio Group or Single Select is selected, this field is for the names of the available options.
   • Value: If Multi Checkbox, Multi Select, Radio Group or Single Select is selected, this field is for the values of the available options.
      
7. Click Save Field.
   

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