There are two types of contacts in the RemOnline system: “Person” and “Organization”. Navigate to the “Settings > Forms editor > Contact form” page to set up the contact form.
Working with fields
The contact field is an input area for specific contact 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 contact found us”, “Contact name / Company name”, "Role" 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 contact 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 “Contact” 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;
Date + Time. The Date + time is a field type containing the event date and time in the following format: dd.mm.yyyy hh:mm;
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 contact 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 contacts and orders with empty required fields.
For example, you want to be sure that your employees fill out the field “How the contact found us” for analytics and distribution of the advertising budget.
You can show or hidden contact form fields in the contact'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 contact dialog window.
For example, you can show in the order form only the most necessary fields from the contact form to fill out the order faster. You will always have the possibility to fill in the remaining fields in the contact dialog window later.
In the Text field, Text area, List of values, and Number fields, you can set a default value that will be displayed in the contact form before filling in this field. To do this, you need to write the value in the field itself.
In the Date and Date + Time fields, you can set a default value that will be added to the current date and time. If you want these fields to display the current date and time, set all values to 0.
The Checkbox field can also be checked in the contact form, and then the contact will be created with the checked field.
Hover over the field box and hit the Remove button on the right to remove the target field.
Remember: By removing the contact field on the “Settings > Forms editor > Contact form” page, you also remove this field from all contacts. 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 contact form visually.
For instance, split your contact fields by “General” and “Additional info” headers. This will make navigation through the contact 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 contact types (“Person” and “Organization”) separately.