Custom Fields - BETA Coming soon!

Expanding Your Data Storage Capabilities

Custom Fields allow you to extend the standard fields of key Re-Leased entities, ensuring you can encompass all necessary data within the platform. This exciting feature empowers users to not only store additional information but also leverage the full strength of Re-Leased's reporting capabilities.

Custom Field Specifications

The availability and number of custom fields differ between the Core and Pro packages.

Core Package:

• Entities Available: Confined to 2 entities, Property and Tenancy.
• Custom Fields: A maximum of 5 custom field definitions per entity can be created.

Pro Package:

• Entities Available: Property and Tenancy with Contacts and Areas coming soon.
• Custom Fields:  A maximum of 25 custom field definitions per entity can be created.

Available on both Packages:

• All Data types: Text, Number, Checkbox, with Date and Dropdowns coming soon.

For customers interested in accessing more entities or additional custom fields, please reach out to your Account Manager representative who can provide more information on the process.

Creating and Managing Custom Fields

To manage your Custom Fields, follow these simple steps from within Re-Leased:

1. Navigate to the General Settings section.
2. Find and select the Custom Fields tab.
3. From here, you can create, import (coming soon), and edit custom fields as needed.
4. Set the values for these fields via the entity-specific Custom Field tab, such as within a tenancy or property record.

Create Custom Fields:

Set values for Custom Fields:

Reporting with Custom Fields

Custom Fields also significantly enhance reporting capabilities. Currently, Custom Fields can be included in select reports for:

• Report Builder - Tenancy Schedule.
• Invoice Details and Payments Report.

At present, reports only include Text fields, however more data types are in the pipeline.

Report Builder - Tenancy Schedule

Invoice Details and Payments Report:

Importing Data into Custom Fields

For a streamlined experience, we're introducing importing functionality:

• Available for Tenancies at the end of August.
• Importable data types will initially only include Text fields.

Permission requirements

Users will need to be granted permission to manage and set values for Custom Fields.

• • General Settings – to manage Custom Field definitions.
  • Can Edit Tenancies / Properties – to set Custom Field values.

Note: Backend auditing of these fields is in place, ensuring integrity and traceability of data changes.