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How to Customize or Edit a Phase?

Show or Hide Phase Edit Screen Fields

Jon Nolen avatar
Written by Jon Nolen
Updated over 10 months ago

You can do the following to hide or show additional fields at both the Personal and Company levels:

  • Go to a Property

  • To edit any of the Property Insights, Financial Information, Purchase, Rental, and Miscellaneous on a Personal level:

    • Select the Edit My Fields icon

    • Select any of the fields you would like to hide and select Save

  • To edit any of the Property Insights, Financial Information, Purchase, Rental, and Miscellaneous on a Company level:

    • Select the Edit Company Fields icon

    • Select any of the fields you would like to hide and select Save

  • To show the previous set of hidden fields in any Company or Personal fields, click the edit button (Edit My Fields or Edit Company Fields icon), select the orange-highlighted areas, and select Save

  • If you want to cancel any action while editing, select Cancel

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