From the Apto home screen, click on the gear icon located in the upper right corner of the screen and click Setup.
Click on Object Manager located next to “Home” on the setup screen.
Select the object you wish to add a field to. For our example, we will add a field to the “Contact” object. Click on Fields and Relationships in the left menu. This page will show you all the fields for the Object (the most important Objects in Apto are Contact, Company and Property). Next, click New located at the top of the page.
You will now be presented with all the options for your new field. Their description and function is listed next to each option. We are going to be creating a “Checkbox” field to note if a contact has decided to opt out of email communications. Click the dot next to the Checkbox option and click Next.
You will now need to label the field and give it a description if you would like. The “Field Name” field will be automatically filled in based on the “Field Label”. Click Next.
Now you must decide who in your organization will have access to the newly created field. Once you have made that decision, click Next.
Next you are given the option to choose which specific Contact layout will have access to your new field. Once you have made your selections click Save. Your new field is now created and deployed on each of the page layouts you selected.
Merick Andrade, Account Manager, July 2021
Tyler Geddes, Customer Education Manager, July 2021