Learn how to view, manage, and export your custom fields
Every investor tracks information a little differently, so Invelo has made it easier to bring unique data into the platform. With this update, custom fields can now be added to exports and displayed directly in the properties and contacts tables.
This means no more workarounds—data is now available exactly where it’s needed.
Viewing Custom Fields in Tables
You can now add custom fields as columns in your Prospects, Leads, Deals, and Contacts CRM. This lets you see, sort, and filter your custom data directly inside Invelo. You choose which columns to display so your tables always reflect the info that matters most to you.
Exporting Custom Fields
Custom fields are now included when you export property and contact data.This means your personalized data points will show up in your reports, spreadsheets, and shared files. You can export your data from your custom fields by editing your columns view to include them in your view.
Why It Matters
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Keep track of the details that are unique to your business.
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Save time by managing everything in one place.
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Export clean, personalized reports without extra editing.
Adding custom fields in your table view
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Go to your Prospects, Leads, Deals, or Contacts CRM. If you're on your Leads and Deals pipeline, make sure to change to your List view.
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Click Customize Columns and select the custom fields you want to see.
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Optional: You can rearrange the table view by dragging the names of the columns and saving the view.
Exporting custom fields
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Add the custom fields you want to export the data on in your table view.
- Once added, select the property records you want to export.
Need support?
In case you need support when adding or exporting custom fields, you can reach out to the support team by sending a message through the in-app chat or email at support@inveloapp.com.