™Details: the kinds you can add
Text, numbers, money, dates, choices, links to other records.
Open a list under Manage Objects and press Add a detail. Pick the kind, give it a label, and say whether it is required.
| Kind | Use it for |
|---|---|
| Text | A short line: a reference, a name, a note |
| Longer note | Several sentences |
| Number | Plain, or as money in USD, EUR or GBP, or as a percent |
| Date, or date and time | Due dates, event dates |
| Pick one | A choice from options you write |
| Pick several | More than one choice |
| Yes or no | A tick box |
| Web address, phone, email | Checked for shape, shown as a link |
| Link to a record | A customer, a project, a task, an invoice, or a record in another list |
Sections
Group details into named sections with a column layout so a record page reads in order. Drag details to reorder.
Details on the built-in lists
Customers, Projects, Tasks, Invoices, Cases and Team take added details exactly the same way. They show on every record, in portal forms, in rules and to Trig.
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