Create a Custom Field
Go to Settings > Custom Fields.
Click New Custom Field.
Enter a clear field name.
Choose what the field applies to, such as a tenant, lease, or unit.
Select a Group to organize related fields into a named section on the record.
Choose the field type and, if needed, a default value.
Select Required Field to require completion in relevant workflows, such as creating a lease or adding a tenant.
Choose which portals display the field.
Click Save.
Custom fields can also be hidden and shown based on conditions, such as move-out or pet information. Contact Property Matrix Support to configure conditional visibility.
Field Types
Checkbox: An on/off toggle.
Currency, Date, Date/Time, Number, and Time: Fields for specific data formats.
Text: Flexible, short-form input. Use this when values may include text such as
N/A.Memo: A larger text box for longer input.
Note: A running log with multiple entries.
Select: A predefined list of options. For example, a
Dogs Allowedfield can offer0,1, and2.
Use Note Fields for Ongoing Records
Unlike most field types, a Note field stores multiple entries rather than one value. Use its Add and Delete buttons to manage entries without overwriting prior notes.
Each entry includes a timestamp and the email address of the user who added it. Note fields are useful for tracking tenant communications, maintenance updates, lease or move-out documentation, and property history.
Manage Custom Fields
Custom fields appear under their applicable category on the Custom Fields page. Open a field's dropdown menu to:
Edit its name, type, or configuration.
Delete it.
Change all values to bulk-update it across all relevant records.
Deleting a custom field also removes its associated data from every applicable record. Some built-in fields, including Date of Birth, Employer, and Annual Income, cannot be deleted.