The Forms feature allows users to create customized forms with various field types. Forms can be linked to a Reason for Visit, ensuring they are surfaced when conducting a visit on a contact.
Adding a New Form
Tap the New button.
Enter the name of the new form.
Hit Save to add it to the list.
Editing a Form
Tap the name of the form you wish to edit.
Rename it as needed.
Hit Save to confirm the changes.
Adding Fields to a Form
Tap the spanner icon next to the form.
Tap the New button.
Choose a field type.
Enter a label for the field.
Hit Save to finalize the addition.
Supported Field Types
Text – A single-line text input.
Text Area – A multi-line text input.
Integer – A numerical input field.
Check Box – A yes/no or true/false selection.
Selection List – A dropdown menu where each option is entered on a separate line.
Selection List with Quantities – A dropdown menu with quantity input per option.
Sub Title – A section heading within the form.
File Upload – Allows file uploads from mobile (phone and photo library) and desktop.
Using Forms effectively ensures structured data collection and improved workflow efficiency in SitePad CRM.