Custom fields (ReportMyUP Plus)

Learn about custom fields and how to manage them.

Note:

Custom fields are specific to ReportMyUP Plus customers. Read about how to upgrade to ReportMyUP Plus.

With custom fields, you can track additional property details specific to your business. These fields won't appear on due diligence letters or state reports, but the audit trail records any changes to their values.

You can use custom fields to:

Track and identify records from your source system
Preserve fields from a previous unclaimed property system
Store full address blocks without splitting them
Group records so you can filter them later

Add custom fields

You can add up to 18 custom fields.
Field names must be unique and can't duplicate existing fields.
Custom fields apply to all businesses in your account.

Go to Settings > Custom Fields.
Click Add.
Enter a field name.
- Click + Add another to add more fields.
- Click the X icon to remove a field.
Click Add.

The custom fields are added to all property details pages.

Add new properties or edit existing properties to enter data into the custom fields.

Edit custom fields

You can edit a custom field to rename it. The updated name appears on all property details pages, and any data in the field is preserved.

Go to Settings > Custom Fields.
Click the More options icon in the Actions column and select Edit.
On the pop-up, update the field name, then click Save.

The updated field name appears on all property details pages.

Deactivate custom fields

Deactivating a custom field hides it from property details pages, but your data is preserved and restored when you reactivate the field.

Go to Settings > Custom Fields.
Click the More options icon in the Actions column and select Deactivate.
On the pop-up, click Deactivate.

The field no longer appears on property details pages. Reactivate the field to restore the data.

Reactivate custom fields

Go to Settings > Custom Fields.
Click the More options icon in the Actions column and select Activate.
On the pop-up, click Activate.

Your previous data is restored in the field. If you no longer need it, edit your properties to delete the values.

Unclaimed Property