How to Create Custom Contact Fields

While PropertyCareApp comes with a robust set of standard fields, your specific business needs might require specialized data collection. The Custom Fields feature allows you to extend the database to capture unique information—such as ID documents or specific dates—without technical complexity.

Step 1: Navigating to the Custom Fields Menu

To begin extending your data structure:

• Log into the admin dashboard.

• Navigate to the Extra Fields (or Custom Fields) menu on the sidebar.

• Click the Add button to initiate the creation of a new field.

Step 2: Configuring Your New Field

Each custom field requires three primary pieces of information to function correctly:

• Field Name: Assign a clear, descriptive name (e.g., "ID Card" or "Date of Birth").

• Field Type: Select the format that best matches the data you are collecting. Options include:

  • File: Ideal for document uploads like certificates or identification.

  • Date: Best for temporal data such as anniversaries or birthdates.

  • Text/Number: For standard qualitative or quantitative information.

• Module Selection: Specify exactly which part of the software this field belongs to (e.g., select the Contact module to ensure the field appears when managing residents or clients).

Step 3: Deployment and Usage

Once saved, your new fields are instantly active within the system:

• Data Entry: Go to the Contacts menu and click "Add New" or "Edit." Your custom fields will automatically appear alongside the standard ones.

• Ongoing Management: You can view, edit, or update these custom values at any time through the standard edit screens.