NetLessor - Add Custom Fields

ADD CUSTOM FIELDS

You may need to add a custom field to records. 

STEP BY STEP PROCESS

• Navigate to the NetLessor record to be modified (eg: NetLessor Lease) by accessing Customization > Lists, Records, & Fields > Record Types
• Select the record hyperlink.   View full size
• On the Forms subtab, select “Edit” (or "customize") to the left of the "Netgain NetLessor Lease Form".  View full size
• Change the name to whatever you would like.  View full size
• Make sure the "Form is Preferred" button is checked. Use the drop-down arrow next to the save button to select "Save As". Selecting "Save As" creates a new form from the Netgain default form rather than simply editing the default form. On most records, Netgain has created the preferred form, which is often a good start to creating your own form. Be aware that editing the Netgain form directly is not recommended if you plan on doing any customizations as changes will get erased upon bundle update. By creating your own form via "Save As", the customizations will remain after a bundle update.  View full size  
• Navigate to the new form by selecting the "Forms" subtab and clicking the "Edit" button next to the new form. 
• Navigate to the "Fields" subtab - Fields > New Field.  View full size
• This opens up the creation screen for a new field to add to the record. Enter the label, ID, and type for the new field. This new field can be populated with the value from another record by using custom sourcing (see our article Manage Custom Sourcing for more information).
• Click Save.  View full size
• Navigate back to the form and go to the Fields subtab. Check the "Show" box next to the field you created. Select the appropriate "Field Group" from the dropdown menu. Drag the field to the position you want. Make sure the "Form is Preferred" box is checked.  View full size

• Select Save to save preferences. The new field will now show as a fillable option for every lease.
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