Overview
In BoldTrail BackOffice you can customize specific fields and eliminate the transaction management routine.
How do I add additional fields?
On the Fields page, you will find a list of custom transaction lists, templates, and tags that can be edited. Here's an instruction for each one:
Transaction fields
These appear when creating a new transaction; some of them can be required.
Transaction roles
They allow you to customize roles for each contact within a transaction. You can select the role of each contact you added to a transaction. You can also set the roles to be required if necessary.
Transaction types
Here you can customize the type of sale when creating a transaction.
User fields
You can add specific fields to the user profile when creating or editing one.
Contact fields
They allow you to add additional fields when adding contact information.
Contact types
Here you can customize the contact type when creating a new contact.
Contact lead source
You have the ability to customize the lead source.
Document rejection reasons
These give you the ability to customize rejection reasons when approving documents.
E-mail templates
You can upload as many office e-mail templates into BoldTrail BackOffice as you need.
Teams
It gives you the ability to link users to specific teams.
Commission tags
You can work with commission tags and use them in the commission structure tracked by the payments report.