Types

Kinds of records within a list, such as Student and Parent in Contacts.

Workspace settings, Types. A type is a kind of record inside one list: Contacts can hold Students and Parents, Projects can hold Weddings and Corporate events. Types work on Contacts, Projects, Tasks, Cases and every list you add.

  1. Pick the list, type a name such as Student, choose a colour and press +.
  2. Open any record in that list and choose its type from the chip under its name.
  3. Forms and portals can give everyone who signs up a type.
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