Adding a custom field to a unit

Custom Fields on Units- What are they? The EasyHOA software allows you to enter in default field information for each unit such as:

• Unit Name
• Subdivision
• Lot Number
• Address
• City, State, Zip

If you would like to enter in additional information regarding units in your HOA you can do so by creating custom fields that appear on the unit. Examples of custom fields that are tied to a unit can be:

• Pets- i.e Breeds, Quantity, Names, etc…
• License Plate Numbers
• Emergency Contact(s)
• Move in Date

To add a custom field to a unit you will navigate to the Units>Settings

After you click on Settings you will see a screen that looks like this:

On this screen, you can view existing custom fields and manage those fields in the “Actions” column by clicking the “…”

The existing custom fields section will be blank until you initially add your first custom field.

To add a new custom field, give the field a title and then select a field type ie Text, Number/Amount, Date

After you have given the field a name and a type you need to toggle the button to “On” if you want the field to be required and “Off” if the field is not required. You can also decide whether or not you want the owner to be able to edit the custom field. If you would like them to be able to edit the custom field click on “Yes” or “No” and the owner can only view the information in the custom field.

Note: The toggle button for Required and Owner Edit Functions are set by default to “off” as they are both greyed out

The EasyHOA software has a report that you can view all custom field information in one place.

To access this report, go to Reports>Custom Unit Field