• Text - Standard text field.
  • Dropdown - Shows a list of items to pick from.
  • Checkbox - Standard checkbox.
  • Address - Text field with a Google Maps button after it. Click Options to configure.
  • Balance - Special balance field used for payments and invoices.
  • Bank Name Autofill - Text field that allows text entry for routing number and fills the bank name into the specified field in Field Value.
  • Created Date - Shows the date that the record was created.
  • Date - Allows a date to be picked from a calendar.
  • Date & Time - Allows a date and time to be picked from a calendar.
  • Dollar - Text field with $ before it.
  • Dropdown - Red/Green - Dropdown with a green or red background for each item in the list.
  • Email - Opens a screen to send an email when an icon next to the field is clicked.
  • Field Label - Bold text used to create field sections or descriptions. Enter the text to display in the Field Value.
  • Gateway Reseller - Dropdown with a list of Gateway Reseller accounts, to be used when the lead is boarded to the Gateway.
  • Lead ID - Shows ID of that record.
  • Number - Allows only numbers to be entered.
  • Percent - Text field with % after it.
  • Phone Number - Displays phone number in the 123-456-7890 x1234 format.
  • Pricing Format - Dropdown with the Pricing Formats that are available based on the enabled TurboApp Processor options.
  • Pricing Templates - Dropdown with available Pricing Templates listed.
  • SIC Autofill - Text field that allows text entry to select industry and fills the SIC Code into the specified field in Field Value.
  • Text Area - Multi-line field. The Field Length defines how many lines to display.
  • Text Field - Masked - Text field that masks the value entered after the lead is saved. Clicking the key icon next to the field will reveal the value (tracked in Secure Fields log).
  • Text Field - Secure - Text field that masks and encrypts the value entered after the lead is saved. Clicking the key icon next to the field will reveal the value (tracked in Secure Fields log).
  • Time Zone Autofill - Dropdown list of time zones that is automatically set based on the linked ZIP Code Field’s value.