Getting Started with Custom Fields

Customize the information you store for contacts, transactions, and users.

When managing contacts and loans, many businesses require custom fields that align with their unique needs. While Daily AI provides a foundation of standard, essential data fields for contacts and transactions, we also give you the ability to create your own custom fields — no programming knowledge required!

Do you or members of your team ask the same questions when talking to a new lead? You can use custom fields for contacts to build an intake form. This streamlines data entry and database management for you and your team.

Complete the steps in this guide, and you’ll be ready to start managing Daily AI custom fields.

Create a Custom Field

• Navigate to Settings in the menu toolbar. 
• Select “Custom Fields”.
• Create a custom field on the contact level, such as: middle name, favorite sports team, pet names, et al.
  • First, name the field.
  • Then, select the data type from the dropdown.
  • Check the box to include this as a merge field if you wish to pull the data from this field dynamically as part of a message, task, etc.
• Create a custom field on the transaction level, such as: occupancy, appraisal ordered date, et al.
  • First, name the field.
  • Select the data type from the dropdown
  • Check the box to include this as a merge field if you wish to pull the data from this field dynamically as part of a message, task, etc.
• Create a custom field on the Daily AI user level, such as: meeting scheduling link, review link, loan application link, etc.
  • First, name the field.
  • Then, select the data type from the dropdown.
  • Check the box to include this as a merge field if you wish to pull the data from this field dynamically as part of a message, task, etc.

Create a Contact Intake Form

• Click “Create Contact Intake Form.”
• Drag and drop available the contact custom fields from the right into the template entry on the left.
• Arrange in your desired order.