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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 3 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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