Choose what your team fills in on a sale
Published · Last updated
Pick which fields the Record a Sale window asks for, and add your own.
2 minutes · Owner
Set up the sale form in Sale Configcoming soon · 1:50
Make a field required or optional
1
Open Settings and choose the Sale Config tab.
2
Press the pencil on the field's tile.
3
Beside On the form, choose Required or Optional. It saves at once.
A lock marks a field that is always required, such as Written By and Written Date.
Add your own field
1
Press Add a field beside Customer or Each policy.
2
Type the Field name.
3
Pick the Type of answer, such as Text, Number or Dropdown. A Dropdown needs at least 2 Choices.
4
Choose Required or Optional.
5
Press Add field.
Customer fields are asked once for each sale. Each policy fields repeat for each product sold.
Tip. To change a list, such as your sources or policy types, press Manage on its tile.
Frequently Asked Questions
Can I remove a built-in field?
No. You can make most of them optional. Only the fields you added can be hidden or deleted.
Does making a field required change my old sales?
No. It applies to sales recorded from then on.