Custom Dropdown Lists for Order Source, Property Type, & Report Purposes

Our latest feature stems from a request we have received many times lately! This is the ability to add, remove, or rearrange your fields to add custom dropdown lists to customize the analytics to your business.

CustomDropdownsCustom Dropdown Lists added for Order Source, Property Type, & Report Purposes

Where can I find this? Find your initials in top right hand corner, and click “Account“. Then navigate to the second tab, which is “Company Settings“. From here you can add custom lists, as shown in the screenshot below. To delete an item in the list, simply hover over until a trash can appears, then confirm the delete function.

Screen Shot 2016-05-13 at 3.55.16 PM