Detail Boxes: Manage Any Information You Want

Detail Boxes are the individual pieces of information you track on each transaction — any date, amount, or detail you need. Nekst loads default Detail Boxes for you based on your market, and you can customize them however your business runs.

How Detail Boxes are organized

Detail Boxes live inside a specific Market + Transaction Type combination, not as global fields across your account. Nekst structures every Detail Box under one of six transaction types:

• Listings
• Pending Buyers
• Pending Sellers
• Pending Dual
• Active Buyer
• Other (custom processes — lead follow-up, onboarding, marketing)

Each Type in each Market has its own set of Detail Boxes. That means "Inspection Deadline" in your Cincinnati Pending Buyer is a separate Detail Box from "Inspection Deadline" in your Indianapolis Pending Buyer — even though they share a name. Same goes for the same Type across different markets.

This is intentional. The reasons:

• Safe to edit or delete. Changes you make in one market don't ripple to another market or another Type. No surprise cascades — if you delete "Earnest Money Amount" from Pending Buyer, nothing else moves.
• SmartTag accuracy. Each Detail Box's SmartTag resolves to the right value for that transaction's market and type. A #transaction.inspectionDeadline SmartTag on a Pending Buyer email pulls from that market's that Type's Detail Box — not whatever else might share the name.
• Type-specific customization. A "Closing Date" on a Pending Buyer can have a different linked task, format, or parent relationship than the "Closing Date" on a Pending Seller, because each is its own Detail Box.

The trade-off: if you want the same field in three markets, you add it three times. The upside is that everything you change is local — nothing surprises you.

Detail Box formats

Each Detail Box uses one of four formats:

• Text — short names, percentages, non-currency numbers
• Long Text — paragraphs, lists, anything multi-line
• Date — calendar dates in MM/DD/YYYY format
• Currency — sale prices, commission, lockbox combos, splits, etc.

Creating or editing Detail Boxes

Go to Settings → Markets & Processes, then click the market you want to edit.

Each Market will also display a list of Detail Boxes under each "Type" (Pending Buyer, Pending Seller, etc)

Drag-reorder Detail Boxes to set the display order.

Hide a Detail Box you don't need or Rename it

Click the pencil icon next to a Detail Box and change its visibility to Hide. This keeps your workspace clean without losing the data.

You can also rename any Detail Box should you have a different name than the contract or if you want to include the associated Paragraph Letter/Number.

Add a custom Detail Box

Click + Add Detail Box in the top right of the list, name it, and choose a format.

Accessing Detail Boxes on a transaction

Each transaction has its own Detail Box values. Open the transaction → click Open… → select Details.

On the Details page, Detail Boxes are grouped by their format type so they're easy to scan:

• Information — Text and Long Text boxes (names, descriptions, etc.)
• Dates — Date boxes (deadlines, key dates) — includes a Linked Task column showing the task tied to each date
• Financial — Currency boxes (sale price, commission, etc.)

Click any value to Edit it. Any Detail Boxes that are "Date" format and linked to a task will open the task where the date can be changed within the task itself.

Hide empty Detail Boxes

To keep the view clean, Detail Boxes you haven't filled in can be hidden. Use the Show Empty Detail Boxes checkbox at the top of the page to toggle them on or off for the current view.

You can set your default (show empty by default or hide them) on the Preferences page.

Completed dates fade out automatically

When a Detail Box has a Date format and is linked to a task, completing the task grays out and hides that date on the Details page — the deadline is met, no need to crowd your view. Click Show Completed Dates at the bottom of the Dates list to reveal them.

How Detail Boxes get filled in

There are three ways:

1. Enter it manually on the transaction's Details page.
2. Link a Task to the Detail Box (on the Workflows page) so the date auto-fills when the workflow launches.
3. Upload a contract — Nekst AI extracts dates and details into the matching Detail Boxes automatically.

Linking a task to a Detail Box keeps deadlines consistent — rather than updating the task's due date and the Detail Box separately, link them and both stay in sync.

As you link tasks, they disappear from the dropdown — each Detail Box can link to one task. A Detail Box – Dated section on the right of the Workflow page summarizes everything that's linked.

When the workflow launches with linked tasks, the dates auto-populate on the Details page with links to the task. To change a linked date, click on it and change it on the task itself.

Parent and Dependent Detail Boxes

Some Detail Boxes depend on another one (a Parent Detail Box). For example, the Seller's Response to an Inspection Request might be due 5 days after the buyer sends the Defect Notice — so the Response date depends on when the Notice was sent.

To accommodate this in a workflow, you use Dependent Tasks:

1. Create a Standard Task linked to the Parent Detail Box.
2. Add a Dependent Task off of it, linked to the dependent Detail Box.

Both tasks must follow that Parent → Dependent structure for the Detail Box link to work. Below is an example of a Dependent Task, built off a Parent Task that is Linked to the Parent Detail Box for "Inspection Seller Response"

Using Detail Boxes as SmartTags

Every Detail Box is automatically available as a SmartTag in Email and SMS tasks. Type # followed by SmartTag Category, then the first few letters of the box name in your message body, and the value fills in when the message sends.

FAQ

Can I link an Email or SMS task directly to a Detail Box?

Not at this time. Create a Standard Task linked to the Detail Box, then add a Dependent Email or SMS task off of it.

If I create a new Detail Box within a Market -> Type, do my existing transactions get it?

Yes — the new box appears on every transaction. However, any newly-linked task in the workflow won't apply to existing transactions; those stay linked the way they were when launched.

What if I delete a Detail Box that transactions are using?

You'll get a warning before deletion. Deleting removes the box but doesn't remove any task that was linked to it.

Why can't I delete some Detail Boxes?

A few are required by Nekst for the Transactions page and commission tracking to work properly. You can hide these Detail Boxes should you wish to avoid seeing them within your transaction.

Updated on: 06/11/2026