Transaction Custom Fields
Choose useful extra boxes for repeatable deal details.
Transaction custom fields give your team a consistent place for deal details that do not fit the regular transaction sections. A small, clear set makes transactions easier to review and filter.
For step-by-step instructions, see Use Transaction Custom Fields.
Use the regular fields first
Add a custom field when the detail:
- Comes up on many transactions
- Does not already have a regular DealerSpot field
- Helps your team review or hand off the deal
- Would be useful as a Transactions filter or column
Use DealerSpot's regular fields for status, purchase method, managers, contacts, branch, fees, taxes, lienholders, warranty, and title details. Entering the same detail in two places makes it harder to know which answer is correct.
Use the same answers every time
| Field | Example answers |
|---|---|
| Delivery Method | Pickup, Local Delivery, Carrier |
| Deal Channel | Walk-In, Website, Referral |
| Internal Review | Not Started, In Review, Complete |
| Warranty Package | None, Standard, Extended |
Exact spelling matters. Pickup, Pick up, and Customer pickup become different filter choices. Agree on one answer for each situation.
How transaction fields work
- Creating a field makes its name available to other transactions.
- Each transaction keeps its own answer.
- Adding a field to one transaction does not add it to every transaction.
- Moving fields changes their order on transaction details.
- Hiding a field affects only the open transaction.
- Remove hides the field but keeps its answer.
- Delete erases the answer from the open transaction after you save. It does not erase answers from other transactions.
Search the existing fields before creating a new one. This prevents two fields from tracking the same thing under slightly different names.
Keep sensitive information elsewhere
Saved answer suggestions may be available to teammates working in other branches. Do not use transaction custom fields for account numbers, passwords, identification numbers, or other sensitive information.
Transaction custom fields stay inside DealerSpot. They do not appear on the storefront or automatically fill customer documents.
Keep the field list useful
Every so often, check for:
- Fields that copy regular transaction details
- Two names for the same detail
- Different spelling or capitalization for the same answer
- Fields the team no longer uses
- Sensitive information that should be kept elsewhere