Customize and store essential information like birthdays, license expiry dates, and emergency contact details for your users through User Fields.

1) Navigate to Setup User Fields

2) Choose the level to configure. For brokerage-wide settings, click on your brokerage name at the top.

3) Click View next to Account Details. A table will appear on the right, showing your current account details.

4) Click + Add Item on the bottom right of the page to add a new detail. 

5) On the leftmost text field, enter the name of the detail. Then, select its type.

Types of Account Details:

Date: A single, non-repeating date.

Recurring date: Date with customizable frequency.

Text: Text field.

Number: Numerical field.

Currency: Dollar amount.

Choose One: Single item selection.

Choose Multiple: Multiple item selection.

Phone number: Phone number field.

Additional Options:

Include in Transaction Summary Report: Enables this detail to be included in the Transaction Summary Report for all agents involved. For more info on Transaction Summary Reports, see this.

Show in Agent Bio (Enterprise-only): The detail will appear in the agent's bio, accessible via IntranetAgent Roster.

Show in Account Profiles: This makes the detail visible to agents within their profile. If off, only administrators will be able to view the detail in Setup → Accounts.

Allow Accounts to Modify from Profile: Allows agents to edit this detail in their own profiles.

Select Save on the bottom right to finalize changes.