What it's forCapture what your firm needs (like a purchase order number) without clutter.
Who it's forAdministrators.
Step by step
- Step 1: Choose the recordAdmin & help › Forms & fields. Pick Work order, Building, Lot, Trade, Compliance item, Levy arrear or Meeting.
- Step 2: Add a fieldPress Add a field: Label, Type (text, number, amount, date, yes/no, dropdown, checklist, email, phone, web link), options, help text, Required and Show on the record. Press Add field. Up to 40 per record type.
- Step 3: Work order types and standard fieldsFor work orders, add types with a usual trade, and untick standard fields you don't use. Title is always shown.
- Step 4: Pick listsCreate reusable lists of values; retire values without losing old records.
Tips
- Hide a field rather than deleting it: hidden fields keep their saved values.
Previous and next follow the Admin section.