Learn how to create and organise custom database fields to capture property and contact-specific information.

This article covers:

• Create field groups
• Add custom fields

Create field groups

Field groups help organise custom fields for contacts and properties.

1. Go to: Settings > Database Fields
2. Select the Contact Field Groups or Property Field Groups tabs
   
3. Click Add Field Group
4. Enter:

• Group Name
• Position on the contact/property card
• Contact Types the group applies to
  

5. Click Save

Add custom fields

Once you have field groups, add custom fields:

1. Go to: Settings > Database Fields
2. Click the Contact Fields or Property Fields tabs
   
3. Click Add New Database Field
4. Enter:

• Field Name
• Field Type:
  • Date (DD/MM/YYYY or DD/MM)
  • Checkbox (True/False)
  • Numeric (floating point)
  • Short Text (100 characters)
  • Text (multi-paragraph)
  • Drop-down Selection (up to 30 options)
• Assign to an existing Field Group
• Select Placement
• Set a Merge Field Name
  

5. Click Save

After saving, you can capture data through the contact or property card and use merge fields in templates.

Custom property fields are available in the MRI Vault mobile app.

What's next?

Use custom fields in searches via Filter Contacts and Filter Properties.