User Fields

Adding and Editing User Fields
User Fields allow one to customize the functionality of TotalBrokerage. Here, you can customize everything from Activity notes to Vendor details.  The User...
Tue, Feb 4, 2025 at 4:01 PM
Adding Vendor Details
To add vendor details go to Setup → User Fields. Click User Fields and then click Brokerage User Fields. Select Vendor Details next. ...
Wed, Jan 31, 2024 at 4:04 PM
Vendor Files
To create or edit User Fields for Vendor Files, go to Setup > User Fields > Brokerage Scroll to the bottom of the list to sel...
Tue, Mar 25, 2025 at 4:57 PM
Transaction Dates
You are now able to set custom colors for Transaction Dates. Each date within a transaction is able to given a select color which will appear on everyone ca...
Thu, Mar 20, 2025 at 10:11 AM
Adding Account Details
Customize and store essential information like birthdays, license expiry dates, and emergency contact details for your users through User Fields. 1) Nav...
Thu, Mar 20, 2025 at 10:06 AM
User Fields - Suggestions
Activity Type - Account, Contact, or Transaction Inbound Phone Call Outbound Phone Call Email Text Note Appointment/Meeting Account ...
Tue, Jul 30, 2024 at 1:00 PM