Custom Fields
How to Access the Custom Fields Manager
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Click the gear icon at the top right corner of your Reluxity CRM dashboard.
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Select CRM/Email Settings from the dropdown menu.
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In the settings menu on the left, click Custom Fields.
You will now see the Custom Fields Manager where you can add, edit, or delete custom fields that will appear in your contacts’ profiles.
What is the Custom Fields Manager?
The Custom Fields Manager lets you create personalized data fields for your contacts. This helps you track the information that matters most to your real estate business.
How to Use the Custom Fields Manager
1. Viewing Existing Fields
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The table lists all your current custom fields.
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Each field has columns for Type, Label, and Options (if applicable).
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The Action column lets you delete fields you no longer need.
2. Adding New Fields
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Click the Add Field button below the table to add a new custom field.
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Choose the Type of field (e.g., Text, Number, Dropdown).
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Enter a Label that describes what information you want to collect.
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If your chosen type needs options (like dropdowns or checkboxes), enter those options separated by commas.
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Click Save Fields to save your changes.
3. Editing Fields
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Update the Type, Label, or Options directly in the table.
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Click Save Fields to apply your changes.
4. Deleting Fields
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Click the Delete button next to the field you want to remove.
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Confirm the deletion when prompted.
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Don’t forget to Save Fields to finalize.
How Custom Fields Appear in Contact Profiles
Once you save your custom fields, they will be visible on each contact’s profile page in Reluxity CRM. This allows you and your team to:
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View additional info tailored to your business needs
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Quickly update or add data to these custom fields while managing contacts
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Use this info for better client management and follow-up
Tips for Using Custom Fields
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Use descriptive labels to make it easy to understand what info each field collects.
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For multi-choice fields, enter clear, comma-separated options (e.g., “Buyer, Seller, Investor”).
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Only add fields you truly need to keep profiles simple and focused.
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Remember to save your changes after adding or editing fields.
Keyboard Shortcuts & Quick Actions
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Press Enter while editing fields or options to quickly save your changes.
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The system prevents accidental deletion when pressing Enter — delete only happens when you click the Delete button.
Why Use Custom Fields?
Custom fields help you capture details specific to your real estate workflow, improving how you manage contacts and follow up. Whether it’s tracking preferred neighborhoods, budget ranges, or communication preferences, custom fields put your data to work.