Adding and Editing Units Within Custom Fields

If you need to add homes to your TRACK system, you will need to go to the Configuration section.   Once in Configuration, click on the tab labeled CRM Setup.  In the far left column, you should see a link titled Custom Fields. 


Within Custom Fields, you can access your list of properties.  This is typically titled Units of Interest.  Click on the edit button and you will be able to scroll to the bottom of your current list of Units of Interest and add more at your leisure. Simply click the Add Value button to create a new field.


Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk