Custom fields allow you to add fields to different parts of the software to keep track of extra information. To see custom field click on the Setting icon in the upper right and click on custom fields from the left hand menu.
To add a custom field click the + in the upper left. A new window will pop-up where you can name the field and select what it applies to. You can also make the field required, so if it applies to a tenant for example, every time you make a new lease or add a new tenant you will be required to fill out that field.
There are several types of fields you can create.
A checkbox is a simple on/off check. Currency, date, date/time, number and time are all self explanatory. If you don't want to be forced to use those formats on a field though (say the field doesn't apply to someone and you want to put n/a instead of a date) you should use a simple text field. A memo field is a longer version of a text field with a larger box for typing sentences. Notes allow you to write longer sentences or paragraphs and keep the records for later use/viewing. This is good for things like eviction notes for a tenant. Lastly the select field allow you to put in several options that you can then select from. For example a Unit could have a dogs allowed custom field and instead of using a checkbox for yes/no you could have a select field with options for 0, 1, 2. Lastly the custom field can be hidden, but will only be shown by automatic actions. Contact Property Matrix support to set up fields appearing under certain conditions.
After you are done click Submit and you will be back on the custom field page. If you click the arrow next to any custom field category you will see any custom fields that apply.
You can then edit or delete the custom field by clicking the appropriate button on the far right. If you try to delete a custom field a warning message will pop up telling you that any data for that custom field will be deleted from all units, tenants, etc that it applies to.