Add Quick Lead
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Lead_Source | picklist | — | Values: Email / Walk-in / Referral / Phone; allows custom "other" value |
Client Details
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Assigned_To (displayname "Assigned Booker") | picklist | Users (built-in) | Personal data field |
First_Name_client (displayname "First Name") | text | — | |
Surname_client (displayname "Surname") | text | — | |
Contact_Number_client (displayname "Contact Number") | phonenumber | — | Personal data field |
Address_client (displayname "Address") | address (composite) | — | Personal data field; address line 2/country/lat/long hidden |
Rego_client (displayname "Rego") | text | — | |
Make_client (displayname "Make") | text | — | |
Model_client (displayname "Model") | text | — | |
Year_client (displayname "Year") | number | — |
At Fault Details
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
First_Name_At_Fault (displayname "First Name") | text | — | |
Surname_At_Fault (displayname "Surname") | text | — | |
Contact_Number_At_Fault (displayname "Contact Number") | phonenumber | — | Personal data field |
Address_At_Fault (displayname "Address") | address (composite) | — | Personal data field; address line 2/country/lat/long hidden |
Rego_At_Fault (displayname "Rego") | text | — | |
Make_At_Fault (displayname "Make") | text | — | |
Model_At_Fault (displayname "Model") | text | — | |
Year_At_Fault (displayname "Year") | number | — | |
At_Fault_Party_Insurer | picklist | Insurer_Form | Allows adding new entries |
At_Fault_Party_Claim_Number | text | — |
Notes
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Notes | textarea | — | |
Created_by (displayname "Created by") | picklist | User |
System
| Field Name | Type | Linked Form / Module | Notes |
|---|---|---|---|
Status | picklist | — | Values: New Lead / Lead Cancelled / Claim Created |
File_Number | picklist | Claim_Form | |
Auto_Number (displayname "Auto Number") | autonumber | — | Starts at 1 |
Lead_ID (displayname "Lead ID") | text | — | |
Updated_by (displayname "Updated by") | picklist | User | |
Follow_Up_Date_Time (displayname "Follow-Up Date & Time") | datetime | — |