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Add Custom Fields for Associates

Ability to add custom fields in an associate record to store additional information such as Key Fob Numbers, Auto Insurance details, association ID numbers, etc

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Michael Norton shared this idea  ·   ·  Report…  ·  Admin →
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tell us more  ·  AdminAriel Kimmel (Director of Labs, Keller Williams Realty) responded  · 

Where would you expect to see these custom fields in the Associate record? Would it be on a specific tab, on the left sidebar, etc? Where would you set up these custom fields (ex: in the Admin Applet)? Who would be allowed to create and edit these custom fields? Would they need to be marked as required?

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  • Michael Norton commented  ·   ·  Report

    These custom fields would be useful as a section in the left sidebar or as their own tab. It seems it would make sense to set them up in the Admin applet similarly to how Compliance Groups/Checklist/Tags are set. MCA,TL,OP should be the roles with creating permissions. AMCA, Compliance and other MC leaders could have the ability to edit/update information (ie auto insurance expirations). Some MCs could also make certain fields available to the associate for self service. Each field ideally would be set up either as required or optional as needed to fit the MC needs.

    Down the road, certain fields could be used with smartplans. Such as reminders of expiring items (based on a date in the custom fields) or other data that could be merged into emails/smartplans.

  • Brianna Flynn commented  ·   ·  Report

    I totally agree that this is needed. I would expect to see it it in the same place in the cards that the agents have under general information on the left sidebar. I think setting up the custom fields could be completed in the admin applet. I think only the OP should be allowed to set them up if deleting them would not be possible in the future as tags are not able to be deleted by old employees. I think anyone should be able to fill out the custom fields or add "new" field selections. Being marked as required would be nice, but not necessary and it would be nice if we could mark them to add to onboarding profile. Searching these fields and using inclusion and exclusion filters including sort would be critical.

  • Mike Lennartson commented  ·   ·  Report

    I can absolutely see value in this. Often, this information is kept in a separate spread sheet and consolidation of the info would be valuable to a Market Center and make it much easier to onboard and offboard agents.