Creating New Custom Fields

Created by Ezra Weinstein, Modified on Wed, 31 Aug 2022 at 09:39 AM by Ethan Harris

Custom Field Options

    • 1.
      Text Field
      Also known as "single-line text", this text field is used when requesting the user to input a small amount of text as their answer.\
    • 2.
      Large Text Field
      Also known as "paragraph text", this text field is used when requesting the user to input a large amount of text as their answer.\
    • 3.
      Numerical Field
      This is an input field that MUST contain numbers ONLY. This field can contain decimal points if needed as well.\
    • 4.
      Phone Field
      The phone field is used to capture phone numbers. There is also a country code selector so the user can select what country their phone number is registered in.\
    • 5.
      Monetary Field
      Like the numerical field, this field can only contain numbers as this is meant to capture monetary amounts.
      This can be used when referencing things like salaries, gross income, hourly wages, etc.\
    • 6.
      Checkbox Field
      This is your standard checkbox field. Users will be allowed to select multiple options when using the checkbox option.\
    • 7.
      Single Options Field
      This is also known as a "drop-down field". This allows the user to open a list of options to select from. They can only choose one option.\
    • 8.
      Multiple Options Field
      Like the "single options" field, this field opens up a drop-down selector.
      However, your user will be able to select multiple options with this field type.\
    • 9.
      Radio Buttons Field
      Radio buttons will give your user the ability to select their choice from a list of options.
      Unlike the checkbox field, radio buttons restrict the user to only selecting one choice.\
    • 10.
      Date Field
      When clicked, the date field will open up a calendar that allows the user to select a specific date.\
    • 11.
      Textbox List Field
      The text box list field gives your user a list of inputs that need to be filled. This is very useful when asking for text items closely related to keeping them all in one spot.\
    • 12.
      File Upload Field
      You can offer your user a file upload field where they can upload many different file types. You can also add an upload limit so the user does not upload too many files.
      Supported file types are: PDF, DOC/DOCX, JPG/JPEG, PNG, GIF, CSV/XLSX\
    • 13.
      Signature Field
      Using this field you can collect a signature from your user. They will need to draw their signature with their computer mouse or touchpad.

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

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