Custom Fields

While Command has many fields to add to a contact, every agent’s business is different, and we recognize that you might need to add information that we have not considered. To allow you to customize how you set up Contacts, you can create custom fields for your contacts. If you need to add information to your contacts for organizational purposes, instead of creating custom tags, or labels, for each of the possible pieces of information, create a custom field and sort your database based on the information that is entered.

To create, edit, or delete a custom field, complete the following steps:

1. From a browser, go to: https://console.command.kw.com.

2. Log in using your Keller Williams user name and password.

3. On the top-right corner of Command, click your name.

4. Select Settings from the drop-down menu.

5. On the left-hand Settings pane, click Command Settings to display the Command settings.

6. Under Command Settings, click Contacts to display the Contacts settings.

7. Click Custom Fields.

8. To create a new custom field, click Create New Custom Field.

9. Complete the Add New Custom Field popup window fields, The Custom Field Name is the title of the field and the Custom Field Type is how you enter your the data, for example, Text Field or Dropdown.

10. If you want this custom field to be listed on the Select Custom Field dropdown in Contacts when you add or edit a contact, select the Make Default Field check box.

11. Click Create.

12. To edit an existing custom field, click the Edit icon, enter the changes on the Edit Custom Field form, and click Save.

13. To delete a custom field, click the Delete icon, and click Delete on the confirmation box.

Note

The number of contacts assigned to each field displays in the Linked Contacts column. You cannot delete a field if there are any contacts assigned to it. You can click on the number of linked contacts, to see those contacts in your database.