{"id":666,"date":"2020-05-08T02:25:08","date_gmt":"2020-05-08T02:25:08","guid":{"rendered":"https:\/\/respacio.com\/kb\/custom-fields\/"},"modified":"2023-08-02T15:06:21","modified_gmt":"2023-08-02T15:06:21","slug":"custom-fields","status":"publish","type":"kb","link":"https:\/\/respacio.com\/kb\/custom-fields\/","title":{"rendered":"Custom Fields"},"content":{"rendered":"<h2>Custom Fields Overview<\/h2>\n<p>Custom fields of various types can be added to Properties and Contacts to store additional information. These fields that you create can be:<\/p>\n<ul>\n<li>Used if the database of properties or contacts you are importing has additional data fields that you wish to import.<\/li>\n<li>Used in XML \/ JSON feeds that are exported, such as to your website<\/li>\n<li>Made to appear as searchable fields in the advanced search<\/li>\n<\/ul>\n<p>When you create a Custom field for Contacts, they will appear in the Personal Details tab. In Properties, they appear in the Misc tab.<\/p>\n<h2>Custom Fields Settings<\/h2>\n<p>To view Custom Fields, go to your settings, Master module and click on the Custom Fields tab. The top menu of this tab allows you to:<\/p>\n<ul>\n<li>Create a new custom field<\/li>\n<li>Preview and change the layout \/ Order of your Custom Fields<\/li>\n<li>Change your view of Active \/ Inactive fields and the number in the list.<\/li>\n<\/ul>\n<h4>Create a Custom Field<\/h4>\n<p>Click on CREATE NEW and select the type of field you wish to create.<\/p>\n<p><\/p>\n<h4>Preview and change the Custom Field Layout<\/h4>\n<p>You can change the order that Custom fields are displayed and the layout by using the drag and drop interface when you press the PREVIEW button.<\/p>\n<p><\/p>\n\n\n<p><\/p>\n\n\n\n<div class=\"youtube\" data-embed=\"LY9RBcmZnOo\"><div class=\"play-button\"><\/div><\/div>\n\n\n\n<script type=\"application\/ld+json\">\n{\n  \"@context\": \"https:\/\/schema.org\",\n  \"@type\": \"VideoObject\",\n  \"name\": \"Custom field preview\",\n  \"description\": \"Preview and change the Custom Field Layout\",\n  \"thumbnailUrl\": \"https:\/\/img.youtube.com\/vi\/LY9RBcmZnOo\/sddefault.jpg\",\n  \"uploadDate\": \"2018-08-24\",\n  \"contentUrl\": \"https:\/\/www.youtube.com\/watch?v=LY9RBcmZnOo\"\n}\n<\/script>\n\n\n\n<h2 id=\"h-custom-field-types\">Custom Field Types<\/h2>\n\n\n\n<p>There are ten different types of Custom Fields that can be created, in order to suit the data that you want to store:<\/p>\n\n\n\n<h4 id=\"h-textbox\">Textbox<\/h4>\n\n\n\n<p>Simple field for short text entry.<\/p>\n\n\n\n<h4 id=\"h-text-area\">Text Area<\/h4>\n\n\n\n<p>Simple field to enter longer text entries<\/p>\n\n\n\n<h4 id=\"h-number\">Number<\/h4>\n\n\n\n<p>Simple field to enter a number<\/p>\n\n\n\n<h4 id=\"h-percentage\">Percentage<\/h4>\n\n\n\n<p>Simple field to enter a percent %<\/p>\n\n\n\n<h4 id=\"h-money\">Money<\/h4>\n\n\n\n<p>A currency dropdown followed by a field to enter a financial quantity<\/p>\n\n\n\n<h4 id=\"h-date\">Date<\/h4>\n\n\n\n<p>A date field with a calendar picker popup<\/p>\n\n\n\n<h4 id=\"h-dropdown\">Dropdown<\/h4>\n\n\n\n<p>A dropdown allowing the user to pick one of the dropdown items. You can add or edit the dropdown items by clicking &#8220;Add Your Choices&#8221; in the custom field configuration. See the video for more information.<\/p>\n\n\n\n<h4 id=\"h-file-upload\">File Upload<\/h4>\n\n\n\n<p>Allows user to upload a file to the system and a provides a button for the file to be downloaded.<\/p>\n\n\n\n<h4 id=\"h-radio-button\">Radio Button<\/h4>\n\n\n\n<p>Shows Radio buttons allowing the user to pick one selection. You can edit the button items by clicking &#8220;Add Your Choices&#8221; in the custom field configuration. See the video for more information.<\/p>\n\n\n\n<h4 id=\"h-checkbox\">Checkbox<\/h4>\n\n\n\n<p>Shows Checkboxes, the user may choose one or more checkboxes. You can edit the checkbox&nbsp; items by clicking &#8220;Add Your Choices&#8221; in the custom field configuration. See the video for more information.<\/p>\n\n\n\n<h2 id=\"h-common-custom-field-settings\">Common Custom Field Settings<\/h2>\n\n\n\n<h4 id=\"h-active-inactive\">Active \/ Inactive<\/h4>\n\n\n\n<p>Click on Active or Inactive to show the custom field to users. Save changes.<\/p>\n\n\n\n<h4 id=\"h-title\">Title<\/h4>\n\n\n\n<p>Each field added must have a title. The title is displayed with the entry field on the user interface.<\/p>\n\n\n\n<h4 id=\"h-both-property-contact\">Both \/ Property \/ Contact<\/h4>\n\n\n\n<p>Select Both if you want the field to appear on both contact and properties, or select Contact \/ Property if you just need it to appear on one type of record.<\/p>\n\n\n\n<h4 id=\"h-required\">Required<\/h4>\n\n\n\n<p>Select if the field is required and the user cannot advance or save without it being filled in.<\/p>\n\n\n\n<h4 id=\"h-use-in-advance-search\">Use in Advance Search<\/h4>\n\n\n\n<p>Select if you want the field to appear as an option in Advanced Search.<\/p>\n\n\n\n<script>\nvar youtube = document.querySelectorAll(\".youtube\");\n\t\t\tfor (var i = 0; i < youtube.length; i++) {\n\t\t\t\t\/\/ thumbnail image source.\n\t\t\t\tvar source = \"https:\/\/img.youtube.com\/vi\/\" + youtube[i].dataset.embed + \"\/sddefault.jpg\";\n\t\t\t\tvar image = new Image();\n\n\t\t\t\timage.src = source;\n\t\t\t\timage.addEventListener(\"load\", function() {\n\t\t\t\t\tyoutube[i].appendChild(image);\n\n\t\t\t\t}(i));\n\n\t\t\t\tyoutube[i].addEventListener(\"click\", function() {\n\t\t\t\t\tvar iframe = document.createElement(\"iframe\");\n\t\t\t\t\tiframe.setAttribute(\"frameborder\", \"0\");\n\t\t\t\t\tiframe.setAttribute(\"allowfullscreen\", \"\");\n\t\t\t\t\tiframe.setAttribute(\"src\", \"https:\/\/www.youtube.com\/embed\/\" + this.dataset.embed + \"?rel=0&#038;showinfo=0&#038;autoplay=1\");\n\t\t\t\t\tthis.innerHTML = \"\";\n\t\t\t\t\tthis.appendChild(iframe);\n\t\t\t\t});\n\n\n\t\t\t}\n<\/script>\n<style>\n.youtube {\n\t\tbackground-color: #000;\n\t\tmargin-bottom: 30px;\n\t\tposition: relative;\n\t\tpadding-top: 56.25%;\n\t\toverflow: hidden;\n\t\tcursor: pointer;\n\t}\n\n\t.youtube img {\n\t\twidth: 100%;\n\t\ttop: -16.84%;\n\t\tleft: 0;\n\t\topacity: 0.7;\n\t}\n\n\t.youtube .play-button {\n\t\twidth: 90px;\n\t\theight: 60px;\n\t\tbackground-color: #333;\n\t\tbox-shadow: 0 0 30px rgba(0, 0, 0, 0.6);\n\t\tz-index: 1;\n\t\topacity: 0.8;\n\t\tborder-radius: 6px;\n\t}\n\n\t.youtube .play-button:before {\n\t\tcontent: \"\";\n\t\tborder-style: solid;\n\t\tborder-width: 15px 0 15px 26.0px;\n\t\tborder-color: transparent transparent transparent #fff;\n\t}\n\n\t.youtube img,\n\t.youtube .play-button {\n\t\tcursor: pointer;\n\t}\n\n\t.youtube img,\n\t.youtube iframe,\n\t.youtube .play-button,\n\t.youtube .play-button:before {\n\t\tposition: absolute;\n\t}\n\n\t.youtube .play-button,\n\t.youtube .play-button:before {\n\t\ttop: 50%;\n\t\tleft: 50%;\n\t\ttransform: translate3d(-50%, -50%, 0);\n\t}\n\n\t.youtube iframe {\n\t\theight: 100%;\n\t\twidth: 100%;\n\t\ttop: 0;\n\t\tleft: 0;\n\t}\n<\/style>\n","protected":false},"excerpt":{"rendered":"<p>Custom Fields Overview Custom fields of various types can be added to Properties and Contacts to store additional information. These fields that you create can be: Used if the database of properties or contacts you are importing has additional data fields that you wish to import. 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