To create or edit User Fields for Vendor Files, go to Setup > User Fields > Brokerage
Scroll to view the list of User Field Categories.
User Fields can be set at three levels:
- Entire Brokerage
- Specific Office
- Specific Account
Brokerage Managers have the ability to edit User Fields at all levels.
Click Edit to view the User Fields within a category.
To update an existing User Field, click Edit and make your changes.
To create a new User Field, click + Add Item for the appropriate category.
Configure the settings as needed, then click Save when finished.
