Custom fields allow you to store extra information about contacts, properties, appraisals and contracts, and more.
For example, you could store a contact's secondary email;
water, council, and strata rates for a property, or the condition of a house in an appraisal.
How to create a custom field
Go to Settings (top right corner)->Custom Fields
You will see 11 different sections where can create custom fields for. The different sections are:
Properties
Contacts
Buyers
Contracts
Appraisals
Account Settings
Agents
Testimonials
Posts
Projects
Addresses
There are four types of custom fields and they are:
Text - You can use this to store a small text value. You can also use this to store a numeric value against a field.
Long text - You can use this option to store long text values
Date - You can use this to store date value.
Dropdown - You can use this to store a pre-defined dropdown options
Type in the name of the custom field you would like to add, select a type of custom field, then click "Add".
Custom Field Groups
Custom field groups make it easier to manage and record information in your custom fields on Listings.
In this section:
How to create a custom field group
In Eagle, go to Settings in the top right corner
In the left main menu, click into Custom Fields
Ensure you are on the Properties tab, then in the top right corner click 'Create Group'
Enter a name for the custom field group, keep in mind this will also be the heading that is displays when viewing the custom fields on the listing
Set the Listing Types and Property Types that you'd like this custom field to apply to. The custom fields within this group will only show on the listing and property types you select here
Select the tab that you want the custom field group to display on within a listing
How to add new custom field to groups
When creating custom fields on the Custom Field > Properties tab, use the group dropdown to select which custom field group the new custom field should belong to
How to move a custom field to another group
Hover over a custom field
Click edit on the custom field
Select the group you want to move the custom field to
Click Save
Here is a video on how to use Custom Field Groups:
Using custom fields in email, letter and SMS templates
Once you have setup custom fields, you can use them in your templates and automations. When you are adding or editing a template, the custom fields will show up the same as any other field. Click here for more information about template tags.
For any further assistance with this please contact our Eagle Support Team;
P: (03) 9016 0444 E: [email protected]