Custom fields, lists and web forms

Add what your company tracks, without a developer.

Custom fields

Integrations > Custom fields adds fields to customers, policies, claims, quotes and providers: text, long text, number, date, a choice, or yes or no. They appear under More details on the record's form and screen, can be required, and can be used in workflow conditions as record.custom.<code>.

Reference lists

Integrations > Reference lists keeps your own lists of choices (vehicle uses, partner branches, occupations...). Custom fields and web forms can take their choices from a list, so changing the list changes every place that uses it.

Web forms

Integrations > Web forms publishes a form at a link: /forms/<your company>/<form>, or on your own web address.

• Sales lead opens a lead.
• Claim notice and Service request open a service request when the email belongs to a customer.
• Survey just keeps the answers.

Fields called name, email, phone and policy_number are understood. Each answer is listed under the form with what it opened, staff are notified, and the form.submitted event can start a workflow. A hidden field stops most robots.