One of the greatest things about Whiteboard’s CRM – you don’t have to be a programmer to create new field!
For a general overview of form field creation, check out this short recorded session:
While creating fields is a simplistic process -it’s easy to let the process get out of control without a plan for future longevity and use.
Let’s throw out some things to think about.
Forms & Data Fields control is located under the main 3-bar menu, then “My Team” section. Form Fields are managed on per team basis and are not shared or shareable in multi-Loan Officer environments. They are also broken down by target types of Client, Partner and Mortgage.
There are (5) supported field types in Whiteboard:
- Input and message box fields are limited to 255/65,000 characters, respectively and include spaces, punctuation, carriage returns, etc.
- Checkbox and Radio Button options cannot be used in templates as merge variables -as their data will not be displayed properly. If this feature is desired, consider using a dropdown field instead.
- Any time you want to temporarily or occasionally store and track information, consider using Whiteboard’s “Group” features instead.
- You cannot create mortgage or partner fields on the client form. In very rare cases will you need to add client or partner fields to the mortgage form.
Once you’ve determined what field type you are going to use and the form it will on, you can browse to Forms & Data Fields . Select the Form tab where your desired form is stored. Next, use the 3-dot menu to place the form into “Edit” mode. Now use the “Edit” option on the form group you wish to add your new field to.
With the form group in edit mode, click the “+Add Field” option. Your element type defines the form association to the field.
If you are creating a mortgage field, your Element Type will be “Mortgage” -as show in this example.
All new fields will be a Field Name of “Custom”. The Custom field is the place in the database where your new data will be stored. Now select your field type. Normally, your label will be the exact same thing as the Custom field value. The label is what will be seen on your form. Referencing the screenshot above, the field type is dropdown. Since this field allows multiple field values, each new value should be listed in the “Options” box.
Note, longer values will automatically word wrap to the next line. This can make a single value look more like multiple values.
If you would like for a specific value to always populate on newly created and saved records, you may select a default value. This will allow that value to auto-populate and to be saved with a user having to make a single click in that field.
The Advanced Options allows for field requirement and/or validation. Field “Requirement” should be used rarely and done so with caution -as it can prevent users from successfully saving and completing their work. The “Field Type” option under Validation Settings is used in conjunction with Input Field Types only. This ensures proper formatting is required before saving the entered value.
The values for Field Type “validation” are:
Save your changes once done!