Introduction

In LoftyWorks, you can manage custom fields to tailor your sales progressions/lettings application to your company's needs. This article will guide you through adding and managing custom fields and field groups to ensure that your progressions/applications are customised to your workflow.

Summary

Progression Custom Field Management
Adding New Field Group
Progressions/Applications Field Groups List

Progression Custom Field Management

LoftyWorks includes several built-in standard date fields used for Checklists in Sales Progression and Checklists in Lettings Application, etc. If your company requires additional fields, you can create custom fields under: Company Settings > Progressions > Field Groups > Progression Custom Field Management

You can view the mentioned built-in date fields under the Standard Fields tab, you can also hide/show the field if necessary:

To create a new custom field, switch to Custom Fields tab and click + Add New at top right corner, enter field name and select field type:

Note: LoftyWorks accounts can add up to 100 custom progression fields.

Supported Field Types

Date
Text
Number

a. Includes the option to add a comma as a thousand separator to the number.
Percentage
Currency
Single-Select

a. A list where only one option may be selected.
Multi-Select

a. A list where multiple options (up to 20 options) may be selected.

Custom Fields can be renamed or deleted:

Adding New Field Group

Clicking + Add New Field Group brings this pop-up window to you:

When adding a new field group, you can:

Select the field group type as either Sales or Lettings.
Under Restricted Permission Profiles, select the permission profiles that you DO NOT want to have access.
Most importantly, add/remove the field options as necessary.
Finally, click Confirm to create the field group and it will appear in Sales or Lettings tab automatically.

Progressions/Applications Field Groups List

On Sales Progressions/Lettings Applications Field Groups List, you can:

Edit the field group: Similar to the Adding New Field Group mentioned above.
Delete the field group/field
Reorder the field group/field

These field groups will display on corresponding sales progression/lettings applications' detail page:

For more information about their detail page, please check:

Questions?

If you have any questions about this topic or anything else, please get in touch with our Support Team. You can email us at <Support@LoftyWorks.com> or call us on +44 330 321 3500.