Set Up Forms (Topic Outline)

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Forms are highly customizable and allow you to add many types of fields and requirements to ensure you are capturing as much information as is important to your business. Learn to set up each type of form.

Before You Begin

Warning: If you delete a field, ALL DATA that has previously been entered into that field on existing Owner and Animal profiles WILL BE DELETED AND CANNOT BE RECOVERED. 

  • To save any changes you make to the form, you must scroll to the bottom of the form and click the Save button. 

  • If you add information to a field and then proceed to edit the field name, this will remove any previously input information.

  • If you want to use a field type and do not understand the settings, please set the field to Business Form Only and experiment with the other settings. If you get stuck, contact support!

 

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