When customizing client records, you can add fillable slots with fields.
In this guide, we will learn how to use each field.
The current fields you can use to customize client record fields.
Text
Paragraph
Date
Date Range
Single Choice Dropdown
Multiple Choice Dropdown
Yes | No
General Instructions
Here are the steps to add a field:
Navigate to a client's page
Navigate to the personal information tab
Select ‘new field’ in the top right corner of the section you would like to edit
Select which field you would like
After selecting a field, name the relevant field, the section will automatically populate
Click 'save field', the field should now show on the section you added it to
Text Field
When you create a text field, this allows you to create a field which gives you the freedom to write a response freely through text.
Paragraph Field
When you create a paragraph field, this allows you to create a field which allows you to give a detailed response of your client's information.
Date Field
When you create a date field, this allows you to create a field which allows you to give a date response for the relevant information in the client's record.
Date Range Field
When you create a date range field, this allows you to create a field which you can respond to with a date range e.g (10/11/23 - 12/11/23)
Single Choice Dropdown
When you create a single choice dropdown, you create a field which you can choose a single response to with a range of options that you have created
Multiple Choice Dropdown
When you create a multiple choice dropdown, you create a field which you can choose multiple responses to with a range of options that you have created.
Yes | No
When you create a Yes | No, you create a field which you can respond with either 'Yes or No'.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.