[5.0] Create Custom Fields for Contacts, Assets, and Opportunities

[5.0] Create Custom Fields for Contacts, Assets, and Opportunities

Custom Fields let you collect the information that matters most to your company. They can be used on Contacts, Assets, and Opportunities.

The app already includes standard fields, such as names, addresses, phone numbers, asset details, opportunity status, priority, price, and trades. If your company needs to track additional information, you can create your own custom fields.

Custom fields are organized under Field Groups. A Field Group is the section name, and the Fields are the pieces of information listed under that section.

Examples:

  1. For a Contact, you may want to track a person’s position at a company or birthday. You could create a Field Group called Personal Info with fields for Position and Birthday.
  2. For an Asset, you may want to track extra property details. You could create a Field Group called Property Info with fields for Resident Move-In Date, Home Value, and Other Trades.
  3. For an Opportunity, you may want to track completion dates. You could create a Field Group called Date of Completionwith fields for Estimated Completion and Actual Completion.

Important Notes

  1. Custom Field setup is only available in the Browser App.
  2. Custom Fields can be marked as Required. Use required fields sparingly. Users will not be able to edit the Contact, Asset, or Opportunity unless that required field is filled out.

Setup


Step 1: Add Field Group

  1. Along the left-hand bar, select Company Settings, indicated by the "building" icon
  2. Under "Custom Fields", select Opportunity tab
  3. Click ➕ Add Field Group on the bottom of the page
  4. Add a Field Group Name and click Save *Eg. Contract, Date of Completion, other Trades, etc 



Step 2: Create Field

  1. Click ➕ Create Field 
  2. Fill out form:
    1. Type: Choose what data needs to be collect , such as time, text box, check box, contact info, and etc
    2. Label: Add a title to the Field *eg Estimated Completion, Trades, Contract Signed, etc.
    3. Placeholder text: Include a short description of the info to be collected
    4. Required Field: Choose if the information collected to be optional or mandatory *See Note in Intro
    5. Field Width: Customize how big the width field will be-Full, Medium, or Small
  3. Click Save
*You can add as many Fields as needed under a Field Group




    • Related Articles

    • [5.0] How to Create an Asset, Contact, & Opportunity

      When dropping a pin or tracking a lead in the HailTrace app, you can create an Asset, Contact, and Opportunity at the same time. This helps you track the door knock, start monitoring the property for future storm with Impacted Assets, and work the ...

    • [5.0] How to Create Custom Roles

      The app comes with several pre-set roles that work well for most companies. But every company runs a little differently, and you may need a role that is not already built into the app. A Custom Role lets you choose the exact permissions a user needs ...

    • [5.0] Upload Your Assets(Clients) Into HailTrace

      Uploading your clients into HailTrace helps your team see which properties were impacted by recent storms and track every deal in one place. By importing your client list, you can: Generate new sales from past storms – Identify and contact leads or ...

    • [5.0] Create Assets in Seconds with the New Workflow

      Creating an asset is now quick and simple. Just drop a pin on the map, fill out a short form, and you are done. No more jumping through multiple steps or screens. This helps you add homes faster in the field and keep your work moving. Mobile App Drop ...

    • [5.0] How to Create a New Opportunity for an Asset

      Opportunities help you track deals tied to an Asset in HailTrace. They include details like the status, notes, priority level, and assigned user. If a deal is lost, a claim is closed, or a new storm creates another sales opportunity, you can create a ...