Field Settings

Fields Settings

.

Why This Matters to Your Business
 

Custom Fields in Movegistics 5.0 allow you to collect data that’s unique to your operations—like HOA requirements, secondary move dates, or affiliate tags. 💼 By organizing and displaying the right information within each module, you’ll streamline data entry, improve reporting accuracy, and provide your teams with a more personalized workflow experience.

Whether you're enhancing work requests or leads with important checkboxes, dropdowns, or dates, the Fields feature ensures your forms match the real needs of your business—not the other way around.

.

---

.

🚀 How to Access the Fields Settings

1. Click the gear icon in the top right of your screen to open Settings.
   
   
    

2. Scroll down the left-hand menu and select Fields.
   
    

You’ll see two tabs:

• Fields: Displays all current fields configured in your system.

• Groups: Lets you organize your custom fields into groups for better structure.
  

.

---

.

🛠️ Creating a New Custom Field

To add a new field:

1. In the Fields tab, click the blue plus (+) button in the upper left.
   
    

2. In the Create a New Field form:

   • Field Name: Enter your label (e.g., “Secondary Move Date”).

   • Module: Choose where this field will appear (e.g., Work Requests, Leads).

   • Group: Select which group to categorize this field under (e.g., Additional Information).

   • Description: Auto-populates from the Field Name, but you can edit if needed.
      

     • Click Next.
       
        

3. Choose a Field Type:

   • Text Input: Single-line or multi-line

   • Options: Checkbox, radio, dropdowns (single or multiple select), search dropdowns

   • Date Options: Date Picker, Date of Birth

   • Value Input: Number, Time Picker, Rating

   • Contact Field: Phone Number
     
      

4. Finalize your settings:

   • ✅ Display in Form: Allows this field to appear in the quick add form

   • ✅ Required Field: Makes it mandatory to complete when using the quick add

5. Click Save. A confirmation will appear at the bottom-left corner of the screen ✅

.

---

.

📂 Creating Field Groups

1. Navigate to the Groups tab at the top.

2. Click the blue plus (+) button.
   
    

3. Enter a Group Name and assign it to the proper Module (e.g., Leads, Work Requests).
   
    

4. Click Save to finish.

Field Groups help you organize custom fields so they’re easier to manage and locate across different modules.

.

---

.

🧪 Viewing Your New Field in Action

Once you’ve created your custom field:

1. Exit Settings by clicking the Movegistics logo in the top-left corner.
   
    

2. Click the plus (+) icon in the top menu bar to quick-add a new entry.
   
    

3. Select Add Work Request (or the corresponding module).

4. Scroll down and your new custom field (e.g., Secondary Move Date) will now appear in the form 🎯
   

.

---

.

💡 Use Cases for Custom Fields
 

• COI Required? – Use a checkbox to track insurance needs 🛡️

• Secondary Move Date – Add flexibility to scheduling 📅

• Birthday Field – Create a Date Picker for marketing automations 🎉

• Affiliate Selectors – Add dropdowns to track affiliate contacts and companies 🤝

• Payment Terms – Use a dropdown for billing conditions 📄

Custom fields can also be used to build Custom Views, which help you filter and organize jobs or contacts based on field criteria.

.

---

.

Need Additional Help?
 

For any questions or troubleshooting, contact us at [e-mail].