™Fields: the kinds you can add
Text, numbers, money, dates, choices, links to other records.
Open a list under Manage Lists and press Add field. Pick the kind, give it a label, and say whether it is required.
| Kind | Use it for |
|---|---|
| Short text | A short line: a reference, a name |
| Long text | Several sentences |
| Number | Plain, or as money in USD, EUR or GBP, or as a percent |
| Date, or date and time | Due dates, event dates |
| Pick one | A choice from options you write |
| Pick several | More than one choice |
| Yes / no | A tick box |
| Link, phone, email | Checked for shape, shown as something you can press |
| Link to a record | A contact, a project, a task, an invoice, or a record in another list |
Sections#
Group fields into named sections with a column layout so a record page reads in order. Drag fields to reorder.
Fields on the built-in lists#
Contacts, Projects, Tasks, Invoices and Cases take added fields too: open any of their records and press Manage fields, then Add fields. They show on every record, in forms, in rules and to Trig.
To sort records within a list into kinds (Students and Parents in Contacts), use Types.
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