Click on the links corresponding to the different field types to learn more about each one.

  • Reference – references data from Processes, Customers, Agency, Rep, Supplier, Supplier (fixed), Supplier (multi select), and Staff
  • Shared - share data from the Agency, Customer, Location, Supplier, Account of form page.
  • Text – enter text data
  • List – choose preset data from a drop down box or check-boxes
  • Yes/no list - create a checklist 
  • List Score - calculate the percentage of a certain value within a Yes/No List
  • Location list - Location coordinates
  • Date – enter date and time
  • Money – formatted for money
  • Quantity – enter whole numbers
  • Decimal – enter data with decimals
  • Duration - captures timespan
  • Percent – formatted as a percent
  • Yes/No – presents a yes/no choice
  • Table – presents data in table form
  • Measurement – specifies length, pressure, area, weight, force, and temperature
  • Formula – perform multiplication, division, addition, and subtraction functions
  • Link (fixed) – provide link to an outside website
  • Line – add a line
  • Label & Description– add a label or description
  • HTML (fixed) - add logos or images to your forms