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Forms

Custom Forms
For your suppliers, purchase orders, diary, projects, customers, you can customize your forms.

So you will have access to the sections that are useful to you.

Your employees will no longer wonder about the information needed to enter, and your pages will be faster to consult by removing the superfluous.

Custom forms

By Configuration, Forms

Filling out the form for a new supplier or a purchase order, for example, can be a bit cumbersome, especially when the forms have fields that are not used by your organization. . With Collabox, you can customize your forms so that you only see the sections that are useful to you. Your employees will no longer wonder about the information needed to enter, and your pages will be faster to consult by removing the superfluous. How does it materialize in Collabox?

In the left menu of Collabox, go to the tab Preferences . Select Organization.
Note: Usually, only administrators have access to this configuration.

Left menu, tab Preferences

Go to the tab Custom Forms .

Page update of the organization, tab Info

Choose a form to customize with the drop-down menu that will appear on the tab page Custom Forms . You can modify the following four: agenda, purchase order, suppliers, projects.

Take the example of the supplier form.
The boxes to the right of the form are used to determine which sections will be visible on your personalized form. Check the box so that the corresponding section appears in your form, uncheck it so that it disappears. In the sections framed in red, the very first box allows you to remove the entire section.
Note: The form will be personalized for the whole team, not just for you.

Supplier Form
Page Organization update , tab Custom Forms

You have probably noticed that there is a pictogram representing people to the left of the box. When you click on it, the names of your employees appear with checkboxes for each of them. This section allows you to choose the employees for whom you want to customize the form by checking or unchecking their names. By default, all boxes are checked.

Checkboxes for each employee
Personalized supplier form

When your personalization is complete, don’t forget to click on the button Save , at the end of the page. Your form will now be adapted to your needs!

Example of custom form
Page Adding a supplier

You can proceed in the same way to customize the other forms. It’s very simple! If you want to add fields inside the forms, see the text on custom fields .

Custom fields: adapt your Collabox!

By Configuration, Forms

Custom fields

Custom fields are an extremely powerful way to have full control over the information important to your business. Sometimes it is necessary to enter precise information in Collabox and it is not part of the basic forms available. We have thought of everything! These are custom fields. This feature allows you to add fields yourself inside basic forms.

If you are looking to modify the fields displayed in the basic forms instead, the text on custom forms will be more useful to you.

How to access it?

You must first display the configuration section by clicking on the icon on “Configuration” in the menu bar at the top of the page.

You will then find the option “Custom fields” in the left bar.

menu screen clip in the left palette

Several types of controls are available. You can insert simple or multilingual text fields, checkboxes, drop-down menus, etc.

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However, it is only possible to modify some basic forms.

In summary, these forms contain …

  • Contacts: Contains the necessary contact details of the main contacts of each of your clients (names, first names, address, phone number, email, etc.)
  • Customers: Contains information about all your customers in this file (company name, address, phone number, email, etc.).
  • Projects: Contains key information about your projects (the name of the project, its signatory, its status, its probability of closing, etc.)
  • Suppliers: Contains information relating to your suppliers. As with your customers, you just have to decide what you want to keep as information about your suppliers (plus basic fields, company name, address, phone number, email, etc.).
  • Employees: Contains information about your employees. For example, you can add the name of the spouse, an idea for a birthday gift, social insurance numbers, etc. with the personalized fields.
  • Candidates: In the context of recruitment and hiring, we find here information on potential candidates.
  • Order form: Custom fields are useful for recording information specific to your industry (unit of measure, standard formats, product specifications, etc.).
  • Tasks: Contains detailed information for each task (linked project, parent task, department, planned time percentage completed, description, etc.).
  • Products: Contains the information of each of your products in detail (category, product code, supplier, price, etc.).
  • Calendar: Contains all the information on each of the appointments (date and time, project, contacts, product, service, employees affected, appointment status, etc.).

Once you have mastered the basic concepts, all you have to do is experiment to create or modify the forms as you wish.

Organization of custom fields

Custom fields align, by default, one below the other at the bottom of the form where they are created. Collabox allows you to organize them into “sections” and “families”.

See how sections and families are displayed on the Collabox “]

Sections and families in outline

The fields of a “section” are organized according to the following logic: first of all the families one under the other, according to the numerical order of the families, then the fields without family below. The whole forms an area that can be hidden or displayed (the “Section”).

See how the section is displayed on the Collabox

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The controls of the same family, for their part, are positioned on a single line (instead of placed one below the other). You can even decide whether descriptive labels should be displayed to the left of the field or above.

See how families are displayed on the Collabox

capeDescriptive labels displayed above the field

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Descriptive labels displayed to the left of the field

The custom fields created in the contact card meet the search criteria in the contact card search tool.

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