Forms are the "all-purpose weapon" in Daylite.
Whenever you want to store additional information in Daylite in an analysable way, forms are the right answer. Forms can be created for all areas in Daylite. A form consists of any number of different field types.
For example, if you go to a trade fair and have a catalogue of questions, you could create a form that you attach to people or companies:
- When did you create the form?
DATA FIELD
- How much annual turnover does the interested party generate?
CURRENCY FIELD
- Which product is the customer interested in?
MULTIPLE SELECTION
Later you can easily filter for all persons or companies that have given a specific answer.
Here you will find a video explaining how to work with forms:
How do i create and use forms in Daylite?
Learn more useful tips in our Daylite Academy