Intake (Custom Fields)
Purpose
This section is used to create custom fields that appear in the Intake section for Contacts, Leads and Cases.
The "Related To" Dropdown
At the top of the page you will se a dropdown box with three values: Contact, Lead and Case. Selecting one of these values shows the custom fields related to the selection. For example, if you choose Lead, a list of custom fields shown in the Intake section for a Lead will be shown.
Attributes
The list of intake questions shows all of the custom fields and where there are used.
Question is the label for the custom field that will be shown in the Intake section.
Applies To is only used with Leads and Cases, and shows which case types the custom field should be used with. An empty value means that the custom field should be used with all case types.
Answer Type refers to the type of response expected for this question, e.g. Date or Text.
Encrypted indicates if answers for this question is encrypted in the database.
Hidden indicates if the question is hidden from the client in the Client Portal.