Fields

Sections contain one or more fields. Users can fill out fields to save information for a company or contact. Each field consists of a label, a field type and a content type.

Field type

The field type defines how your users can enter data into the field.

Text field (single line) is used to enter small pieces of data, such as a phone number or an email address. The field will look like a small input field.

Text field (multi-line) is used to enter larger pieces of data, such as descriptions or complete addresses. This field will look like an input field with multiple lines.

Select list (single choice) allows the user to select a value from a pre-defined list. Use this field type when you have a pre-defined set of data of which you don't want your users to deviate from. And if you want to prevent typographical errors.

Date field allows dates as input. This field type allows specialized filters to find all your customers or sales on a particular date or range of dates.

Content type

The content type defines how your users can interact with the information in the field. For example: If you add a field with content type 'email', users will be able to click on the data, which automatically opens their email client.

We currently support the following content types:

• Phone number

• Email

• URL

• Street

• Postal code

• City

• Country

• State

Managing fields

To add a field:

• Click on the Add field button

• Enter a label for this field that is short but descriptive

• Select a field type and a content type More information about the field type and the content type is available below

• Save the field

To manage a field:

• Hover your mouse over the section and click on the three dots next to the field

• You will find options to: Edit, Move up, Move down and Remove the field

When you remove a field, all data that has been filled out will be lost.