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 > Account settings > Configuration >Field settings
ii) Toggle the fields that you want to have visible
Note, if a field you want is not available, you can add a custom field from the same menu