This guide walks you through the process of creating a custom field for tenant applications in Property Matrix and adding it to a custom tenant application. It also covers how to ensure the custom field displays where you need it.
Step 1: Create a Custom Field
Click your profile menu.
Click Settings.
Click Custom Fields.
Click New Custom Field.
Enter the Field Name.
Set Applies To to Tenant.
Choose the Group where the field should appear:
None: Appears under the tenant/contact Details section.
Lead: Appears on the Lead tab.
Submitted Application: Appears with submitted application information.
Fill out any additional details.
Click Save.
Step 2: Edit a Tenant Application
Go to Settings > Tenant Applications.
Choose one of the following:
Click New Tenant Application to start from scratch.
Click Duplicate Tenant Application to build from an existing template.
Edit the Default Tenant Application directly if you want to update the application already assigned to profiles.
Find the application and click the edit button.
Step 3: Insert the Custom Field
Place your cursor where you want the new field to appear.
Click Insert Form Field.
Adjust the label as needed and remove placeholder text if desired.
Click Insert Application Field.
Go to the Custom Field tab.
Select the custom field you created.
Click again where you want the field inserted.
Click OK.
Selecting a dropdown value may reset the cursor position, so make sure your cursor is placed correctly before clicking OK.
Step 4: Save Your Changes
After adding the custom field, click Save or Save & Preview.
Step 5: Assign the Application to a Profile
If you created a new or duplicated tenant application, assign it to the desired profile.
Go to Settings > Profiles.
Edit the lease profile you want to update.
Select the application in the Custom tenant application dropdown.
Click Save.