Custom Record Types

Beyond the built-in report types, you can create custom record types for your specific needs.

1 min readUpdated 2 days ago
recordscustomforms

Beyond the built-in report types, you can create custom record types for your specific needs.

Creating a Custom Record Type

Contact support to set up custom record types with:

  • Custom name and description

  • Form fields tailored to your needs

  • Required vs optional fields

  • Photo attachment requirements

Examples

  • Pest sighting reports

  • Customer feedback forms

  • Supplier issue logs

  • Special cleaning records

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