Field types¶
A field's type decides what it holds and how you fill it in. The type is chosen when the field is added and can't be changed afterwards.
Information¶
| Type | Holds | How you fill it in |
|---|---|---|
| Single-Line Text | A short piece of text — a gate code, a reference number | Type it |
| Multi-Line Text | Longer text over several lines — access instructions, a description | Type it; press Enter for a new line, click away to save |
| Number | A number — an age in years, a count | Type it |
| Currency | An amount of money, in the currency chosen for the field | Type the amount |
| Date | A date — when the next service is due | Pick it from the calendar |
| Checkbox | Yes or no | Click to tick or untick |
| Single Choice | One option from a list — a property type, a service area | Pick it from the list |
| Multiple Choice | Any number of options from a list — the systems you service | Tick the options |
| Location | An address or a place | Start typing and pick the place from the suggestions |
Choice options can have colours, which show as coloured labels. A Date field can also start an automation on its date — see the Client Date Trigger.
People, clients and files¶
| Type | Holds | How you fill it in |
|---|---|---|
| Single User | One person from your team — a preferred technician | Pick from the people chosen for the field |
| Multiple Users | Several people from your team | Tick them |
| Single Client | A link to another client — a landlord, a head office | Search for the client and pick it |
| Multiple Clients | Links to several other clients | Search and pick each one |
| Attachment | One file | Drop the file on the field, or click to choose it |
| Attachments | Several files | Drop or choose the files |
Actions and layout¶
| Type | What it does |
|---|---|
| Button | Runs an automation for the client — see Button fields |
| Heading | A title that groups the fields below it |
| Spacing | Empty space between fields |
| Horizontal Line | A dividing line between fields |
Headings, spacing and lines hold no value, so they don't appear in the Clients table, filters, exports or bulk edit. Attachment and button fields can't be bulk edited.
Contacts and custom tables
Contact custom fields and custom table columns use most of the same types.