⚙️ Fields Setup
Comprehensive field management and system-wide customization control center for complete CRM form administration
📋 Overview
The Fields Setup section is the most critical and comprehensive configuration system designed for administrative departments and real estate company managers to control every single field and information input throughout the entire CRM system. This powerful management module provides complete authority over field creation, modification, deletion, prioritization, ordering, and requirement settings across all system forms and interfaces.
EXTREMELY IMPORTANT: Any field or information input anywhere in the entire system can be managed from this central location. You can add new fields, remove existing ones, change priorities, modify display order, set fields as required or optional, and control exactly where each field appears throughout the CRM platform.
🔥 Critical System Control Center
Fields Setup is the master control center for every field in your CRM system. This is where you have complete control over what information is collected, how it's displayed, and where it appears throughout your entire real estate management platform.
🎯 Complete Field Control Capabilities
➕ Add New Fields
Field Creation: Create completely new fields that will appear across the system with full customization of type, appearance, and functionality for enhanced data collection.
🗑️ Remove Fields
Field Deletion: Remove unnecessary or outdated fields from system forms to streamline data collection and improve user experience across all interfaces.
⚡ Change Priorities
Priority Management: Adjust field importance and display priority to ensure critical information is collected first and most prominently displayed throughout system forms.
📊 Order Control
Display Sequence: Modify the exact order in which fields appear on forms to create logical data entry workflows that match your business processes.
✅ Requirement Settings
Mandatory Control: Set fields as required or optional based on your business needs, ensuring critical information is always collected while maintaining form flexibility.
📊 Comprehensive Fields Management Table
When you enter the Fields Setup section, you'll find a comprehensive table displaying all system fields with complete configuration details and management options for each field.
🗂️ Complete Fields Management Table
The Fields Setup table displays all system fields with the following comprehensive columns for complete field oversight and management:
Field ID
Field Label
Help Text
Field Type
Landing Page
Filter Option
System Form
Broker Form
Client Form
CIL Form
Mandatory
Print Receipt
Unique Value
Desktop Card
Mobile Card
Edit Field
🎯 Complete Field Management: Each row represents a field with an Actions button for individual field editing, plus ADD NEW button at the top for creating new fields.
➕ Adding New Fields Process
Creating new fields opens the comprehensive field configuration form with extensive customization options. The ADD NEW button at the top of the Fields Setup table provides access to all field creation capabilities with complete control over appearance, functionality, and system integration.
📝 Field Types Available
Select from comprehensive field types to match your specific data collection requirements and business needs:
📝 Text
Single-line text input for names, addresses, and general text information collection.
🔢 Number
Numeric input for prices, quantities, IDs, and mathematical calculations.
📱 Mobile
Unlimited Mobile Numbers: Add unlimited mobile numbers per client (Mobile 1, Mobile 2, Mobile 3, etc.)
⚠️ Important: System detects duplicate mobile numbers from only 2 fields: Mobile 1 & Mobile 2
Email address input with automatic validation and formatting.
📄 Textarea
Multi-line text input for descriptions, comments, and detailed information.
📋 Select
Dropdown selection with predefined options for consistent data entry.
📅 Date
Date picker for birthdays, appointments, and timeline information.
☑️ Multiple
Multiple selection checkboxes for various options selection.
📎 File
File upload for documents, images, and attachments.
🔗 Hyperlink
Clickable links to websites, documents, or external resources.
⚙️ Field Configuration Options
📋 Basic Field Information
Field label in English
Field label in Arabic
Help text in English
Help text in Arabic
🎨 Icon Configuration
FontAwesome Icons: Use FontAwesome codes (not image uploads). Search "fontawesome" on Google to find suitable icons.
📝 Example: For house icon, copy code like "<i class="fa-solid fa-house"></i>"
Use only: fa-solid fa-house in the Icon field
⚠️ Important: System supports FontAwesome up to version 4.7 only
📍 Field Display Location Controls
Control exactly where your new field appears throughout the system with True/False settings:
Show on landing page forms
Available in lead action filters
Include in leads filtering
Show in system forms
Include in broker forms
Show in client forms
Include in CIL forms
Require unique values
Make field mandatory
💳 Lead Card Display Controls
Desktop lead card display
⚠️ Limit: Control showing 6 fields only
Mobile application lead card
⚠️ Limit: Control showing 3 fields only
📊 Order
Set the display order/sequence for field appearance in forms and interfaces.
📄 Receipt
If selected, this field will be printed on client receipts.
📋 Select Field References Configuration
When you choose "Select" as the field type, additional reference fields become available for configuring dropdown options in both English and Arabic languages.
🎯 References Setup for Select Fields
📝 Reference (English)
English Dropdown Options: When Type is set to "Select", this field appears to define all dropdown options in English language.
💡 Usage: Enter all dropdown options here, each option on a separate line for proper selection menu display.
📝 Reference (العربية)
Arabic Dropdown Options: Corresponding Arabic translations for all dropdown options, ensuring bilingual support for consistent user experience.
🌐 Bilingual Support: Arabic options should correspond exactly with English options for proper language switching functionality.
🔗 Related Fields System
CRITICAL UNDERSTANDING REQUIRED: The Related Fields feature is essential for data merging and duplicate detection. This system allows you to link similar fields together so the system can recognize clients even when they use different but related identification methods.
🎯 Related Fields Data Merging Concept
🔍 Practical Example: National ID & Passport
Scenario: When adding a National ID field, you need to create its related field as Passport so the system can merge client data intelligently.
📋 Data Merging Process:
- First Entry: Client enters with National ID number
- Second Entry: Same client enters with Passport number (no National ID)
- System Recognition: System identifies this is the same client due to Related Fields configuration
- Data Merging: System merges both entries, recognizing client by previously entered National ID
⚙️ Configuration Method:
Multiple Selection: Use CTRL key to select multiple Related Fields, enabling comprehensive data relationship mapping for advanced duplicate detection and client recognition across different identification methods.
💡 Fields Setup Best Practices
🎯 Strategic Field Planning
Plan field additions carefully considering your business processes. Each field impacts multiple system areas, so ensure practical necessity before creating new fields.
📱 Mobile Optimization
Remember lead card display limits: 6 fields for desktop, 3 for mobile. Choose the most critical fields for card display to maintain optimal user experience.
🔗 Related Fields Strategy
Configure Related Fields thoughtfully for identification fields like ID numbers, passports, and licenses to enable intelligent client duplicate detection and data merging.
⚠️ Critical Administrator Warning
FIELDS SETUP CRITICAL WARNING: Fields Setup is the most powerful configuration section affecting the entire CRM system. Any changes impact all forms, data collection, reporting, and system functionality. Modifications to existing fields may affect historical data integrity and user workflows. Always backup data before making changes, test thoroughly in non-production environments, and coordinate with all system users before implementing field modifications. Incorrect Related Fields configuration can impact duplicate detection accuracy. Plan carefully and implement changes during maintenance windows.