Working with custom fields | FundCentre Onboarding

  • Updated

Applies to: General partners
 

Custom fields allow GPs to capture additional onboarding information from LPs that is not covered by standard fields. This information can then be reused for subscription documents. Custom fields reduce the reliance on free-form document inputs.

Icons_Approved.svg How to add custom fields

You can create up to 10 custom fields.

  1. From the Manage menu, click Custom Fields.
  2. Click Add Custom Field.
  3. In Field Name, enter an internal name for the field.
  4. In Display Name, enter the label that LPs will see in LP view.
  5. Select the section where the field should appear:
    • General Information
    • Address Details
    • Regulatory Information
    • Additional Representations
  6. In Field Type, select one of the options from the dropdown list.
    • Text Field
    • Dropdown
    • Radio
    • Checkbox
    •  Date Picker
  7. (Optional.) Enter a Default Value.
  8. Select whether the field is Required or Optional.
  9. Click Add to save the custom field.

Icons_Approved.svg How to edit custom fields

  1. From the Manage menu, click Custom Fields.
  2. Click the name of the custom field you want to edit.
  3. Make the required changes
  4. Click Save.

Icons_Approved.svg How to delete a custom field

  1. From the Manage menu, click Custom Fields.
  2. From the three dots menu for the custom field, select Delete.
  3. Click Confirm.

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