Feature Requests

Summary:
Enable users to create custom fields that seamlessly integrate across the LendingWise platform, including pipeline columns, Excel exports, webhooks, Open API, merge tags, and the import tool.

Description:
This feature would allow users to define and manage custom fields that can be used to capture unique data points specific to their workflows. Once created, these fields would integrate into various components of the platform, ensuring consistency and accessibility for reporting, automation, and external integrations.

Key Features:

Custom Field Creation:

Provide an intuitive interface for creating custom fields, including support for various data types (e.g., text, number, date, dropdown, checkbox).
Allow users to set optional parameters such as default values, required fields, and validation rules.
Pipeline Column Options:

Enable custom fields to appear as selectable columns in the pipeline view for quick reference and sorting.
Allow users to toggle visibility and rearrange custom fields in their pipeline layout.
Excel Export:

Include custom fields as selectable options in Excel exports, ensuring data completeness in reports.
Maintain consistent formatting for seamless data analysis.
Webhook and Open API Integration:

Expose custom fields in webhooks for real-time data synchronization with external tools.
Include custom fields in Open API endpoints, allowing developers to access, update, or query custom field data programmatically.
Merge Tags:

Make custom fields available as merge tags for use in templates, emails, and automated communications.
Enable users to personalize borrower communication with data from custom fields.
Import Tool Support:

Allow custom fields to be mapped during data imports, ensuring that custom data can be seamlessly uploaded into LendingWise.
Provide error validation during imports to ensure custom fields align with defined rules.
Search and Filter Functionality:

Enable advanced filtering and search capabilities based on custom field data across the platform.
Include options to save custom filters for recurring use.
Role-Based Permissions:

Allow administrators to control visibility and edit permissions for custom fields based on user roles.
Reporting and Analytics:

Integrate custom fields into built-in reports and dashboards, enabling advanced analysis.
Allow users to create custom reports with data from custom fields.
Real-Time Updates and Sync:

Ensure that changes to custom fields are reflected instantly across the platform, maintaining consistency in all integrations and views.
Why This Is Valuable:

Flexibility: Supports unique business needs by allowing users to define fields specific to their workflows.
Efficiency: Reduces manual data entry and improves the ability to personalize borrower experiences.
Scalability: Adapts to the evolving requirements of users without the need for custom development.
Integration Ready: Ensures that custom fields are fully compatible with external tools and APIs, supporting seamless data flow.
Enhanced Reporting: Provides richer data insights by enabling users to include custom fields in analytics and exports.