The Organization settings section allows you to configure and manage properties-related preferences, including general settings and custom fields.

Navigation: Settings -> Modules -> Properties -> Property General Fields

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Properties general settings

Select the “Settings” module from the left panel. Under the “Modules,” choose the “Properties.” Select the “Property General Settings.”

  • Allow Field Executive to view all Property?

Yes: Toggle to Yes will enable viewing all property access for field executives.

No: Toggle to No will disable viewing all property access for field executives.

  • Allow Team Leader to view all Property?

Yes: Toggle to Yes will enable viewing all property access for Team Leaders.

No: Toggle to No will disable viewing all property access for Team Leaders.

To save changes, click the Save button at the top right.

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Properties custom fields

Select the “Settings” module from the left panel. Under the “Modules,” choose the “Properties.” Select the “Property custom fields.”

Drag and drop the fields from the right panel.

Text

  • Single-Line Input: This allows you to create a field to enter a single line of free text.
  • Multi-Line Input: This allows you to create a field to enter multiple lines of free text.

Date

  • Date Input: This allows you to create a field to select a specific date from a calendar.
  • Time Input: This allows you to create a field where you can select a specific time.
  • Date Time Input: This allows you to create a field where both date and time can be selected.

Selection

  • Single-Selection: This allows you to create a radio input Field where one of the provided options can be selected.
  • Multi-Selection: This allows you to create check boxes where the provided options can be checked.
  • Drop-Down: This allows you to create a drop-down field with the required list of options.

Media

  • Upload: This allows you to create a file input field to upload files.

Misc

  • Look up : This allows you to create a file input field to look up the products from the parts and services module.

Note: You can also control the behavior and visibility of each field using the following options:

  • Mark as Required Field - Makes the field mandatory to fill out before submitting the form.
  • Mark as Read Only—This option makes the field non-editable; users can view the value but cannot modify it.
  • Mark as hidden field- This hides the field from all users; it will not appear in the form interface.
  • Hide to FE/Technician- This option makes the field invisible to technicians or front-end users during form access.

Click “Create New” to create the “Custom Field” group.

Following the outlined steps, you can easily organize property settings.