ADMIN: Office Location Custom Fields
If you need to track specific information for your office locations that isn't included by default, you can create your own Custom Fields.
📂 Create a Field Group
First, you'll need to create a "Group" to house your custom fields (e.g., "Utility Info" or "Lease Details").
Click the Settings Icon ⚙️ in the upper right corner.
Select Office Custom Fields from the Company section.
Click the + Add Group icon in the upper right corner.
Enter a Group Name and press Create.
📝 Add Individual Fields
Once your group is ready, you can start adding the specific data points you want to track.
Within your new group, click the Add Field button.
Fill out the field details (name, type, etc.) and click Create.
Organize: You can drag and drop fields to rearrange their order.
Edit: Use the three-dot action button to edit or delete fields at any time.
📍 View Your New Fields
Now that you’ve set them up, here is where you can use them:
Navigate to Settings ⚙️ > Office Locations.
Select an office and open the Office Details tab.
Your new custom groups and fields will appear there, ready for you to input data! 💾
💡 Pro Tip: Groups help keep your data organized! If you have a lot of custom information, try splitting them into separate groups like "Building Maintenance" and "Tech Specs" for a cleaner look.
Related Articles
ADMIN: Company Custom Fields CRM
?️ Creating CRM Custom Fields As an Admin, you can create custom fields that appear within the CRM system for the entire company. These fields will be located under the Contact Details section of a contact’s CRM entry. ➕ How to Create CRM Custom ...ADMIN: Creating Custom Fields for the Company Roster
? Creating User Custom Fields As an Admin, you can add custom data fields to your Company Roster. This is perfect for tracking extra details like emergency contacts, shirt sizes, or anniversary dates. ? Create a Field Group First, you need a ...CRM Custom Fields
? Adding Custom Contact Fields If you need to track specific details like birthdays, spouse names, or work history that aren't in the standard contact form, Custom Fields are the perfect solution! This allows you to tailor your CRM to your unique ...Admin Session: ClientBAY Dashboard Operations and CRM Overview
Congratulations on completing your First Manager Training. Here is the checklist that we suggest you should complete before we move on to the next session. As always, let us know if you have any questions! In Your User Management Tab Upload Agent ...ADMIN: Managing Your Office(s) Information
? Managing Office Locations In ClientBAY, you have full control over how your physical offices appear to the public. These details feed directly into your Company Website, ensuring your contact info and branding are always accurate. ✨ ? Accessing ...