There are two types of clients in the RemOnline system: “Individual” and “Company”. Navigate to the “Settings > Forms editor > Client form” page to set up the client form.
Working with fields
The client field is an input area for specific client information.
Adding new fields
Step 1. Hit the “Add field” button.
There are several field types:
System fields;
Custom fields;
New fields.
System fields group consists of “Address”, “Email”, “How the client found us”, “Client name / Company name”, and “Phone” fields. RemOnline uses the system fields for generating reports and documents. You can remove them if you need, but editing is disabled.
Note: You can configure the values for the “How the client found us” field on the “Settings > Marketing” page.
Custom fields are the fields you added manually.
You can edit the type and title. But you cannot change the name of the variable that is formed for this field.
Find your custom field variables for document templates in the “Client” section. You can distinguish those by digital code in their names.
New fields are the fields you've never added before. As soon as you create them, new fields transfer to the “Custom” group.
There are several field types:
Text field. A Text field is a field type for short text information (contains up to 256 characters). You can bind directories to Text fields;
Text area. A Text area is a field type for large text information (contains up to 16384 characters). You can bind directories to Text areas;
Value list. A Value list is a field type containing dropdown list values separated by commas. A value list contains up to 255 characters. You can bind directories to Value list fields;
Checkbox. The Checkbox is a field type containing one of two values: “Yes” or “No”;
Date. The Date is a field type containing the event date in the following format: dd.mm.yyyy. You can configure a default value for a Date field;
Date + Time. The Date + time is a field type containing the event date and time in the following format: dd.mm.yyyy hh:mm. You can configure a default value for a Date + time field;
Number. The Number is a field type for numeric values (up to 32 digits and float delimiter).
Step 2. Enter the field title, bind directory (if applicable), and hit the “Save” button.
Field editing and configuration
Hit the Pencil icon next to the field name to edit it. You can modify the field name and type. The system automatically generates the variable name, you cannot edit it.
Note: You cannot edit the system field type.
RemOnline allows you to bind directories to fields of “Text field”, “Text area”, and “Value list” types. This significantly increases the client form field processing speed and accuracy.
Move your form fields by holding the vertical ellipsis icon and dragging a field to the target location.
Check the “Required field” checkbox to make employees fill out the target field before saving results. The system does not allow creating or saving clients and orders with empty required fields.
For example, you want to be sure that your employees fill out the field “How the client found us” for analytics and distribution of the advertising budget.
You can show or hidden client form fields in the client's card. To do this, check or uncheck the “Display on the client's card” checkbox.
Note: If the field is hidden in the order form, it will still be shown in the client dialog window.
For example, you can show in the order form only the most necessary fields from the client form to fill out the order faster. You will always have the possibility to fill in the remaining fields in the client dialog window later.
Note: Employees can create order if you check the “Required field” and uncheck “Display on the client's card”. At the same time, when you open the client dialog window you must fill in this field to save other changes.
RemOnline enables you to set default values for the “Text field”, “Text area”, “Value list”, “Date”, “Date + Time” and “Number” fields. Enter the default value into the field, and the system will autocomplete it upon order creating.
Hover over the field box and hit the Remove button on the right to remove the target field.
Remember: By removing the client field on the “Settings > Forms editor > Client form” page, you also remove this field from all clients. There is no way to revert the changes, so be careful when removing the form field.
Working with headers
Compared to fields, headers have no type and don't generate variables. You can use RemOnline headers to split the information in the client form visually.
For instance, split your client fields by “General” and “Additional info” headers. This will make navigation through the client form intuitive.
Hit the “Add header” button to create a new one. Enter the header title and hit the “Create” button.
Hit the Pencil icon to edit the header, or press the Remove button if you don’t need it anymore.
Move your headers by holding the vertical ellipsis icon and dragging a header to the target location.
Keep in mind that you have to configure form fields and headers for each of your client types (“Individual” and “Company”) separately.