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Field settings & configuration
Field settings & configuration

In this article, you'll learn how to configure Zapflow fields to match your preferences & process.

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Written by Support
Updated over a week ago

Zapflow is designed to be flexible and usable in the alternative assets markets. By design, Zapflow also guides towards industry best practices. To enable easy implementation as well as efficient reporting, we handle fields in the following manner:

  • Zapflow has multiple categories of fields for Deals, Fundraising opportunity, Commitment, Holding, Fund, Contact, Company, Real estate, FoF asset, Generic asset, and Investor.

  • Each category has field groups which contain logically related fields (e.g. “Lead details” or “Company address details”)

  • Every field belongs to one of these groups

  • There cannot be fields with a same name

  • “Out-of-the box”, Zapflow comes with a wide range of universally used fields which your administrator(s) can enable/disable.

  • The order of fields and field groups are fixed (i.e. not configurable)

  • Note: Field settings are available for admin users only!

How to enable/disable fields?

Selecting which fields to enable or disable from the list of available fields is really simple:
i) Go to Main Menu > Company settings > Field settings
ii) Select which fields you want to use internally
iii) Select which fields you want your buy-side and sell-side guests to see

If you need fields not listed in the settings, please contact support and we'll add the missing field(s). See your subscription details for pricing.

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