You can move or copy fields from one part of a client record to another using the field picker within Senta.
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Copying and moving between Master Forms
It is worth noting that there a couple of limitations when moving and copying fields between the two master forms, client details and contact details.
Although you can move or copy a field from the client details form to the contact details form, this will not retain any information that has been entered already. Moving a field between these two master forms will essentially remove any data that already exists. The same is true for moving a field from the contact details form to the client details form.
Moving a field
When you are configuring Senta to fit your practice you may want to move certain fields to different forms. The field picker makes moving fields within Senta fairly straight forward.
First go to Settings > Forms and select the form you would like to move a field from (I am using the client details form).
Now you will need to select the field picker icon from the field that you would like to move, this is the icon I have highlighted below.
This button opens up a box for you to choose what you would like to do with this field. To move the field select the form and tab that you would like to move it to then click Move.
In the instance below I have selected to move the field to the Client details > Address tab, however you can select any form or tab that you have within Senta.
Once you click Move you will be presented with a dialogue box asking you to confirm the move, click Confirm and the move will be made.
Copying a field
When you are configuring Senta you may occasionally need a copy of a specific field to display on a separate form or tab. You can copy a field using the same field picker icon as moving a field.
It is worth noting that when you copy a field, you also copy the field reference and the internal field reference. This means that whatever you add into one version of the field, the other will also update with that information. Only those on the Support team are able to alter this internal field reference so do only use this when you intend to have a field as an exact copy of an existing field, contents and all.
To copy a field, go to Settings > Forms and select the form you would like to move a field from (I am using the client details form).
Now you will need to select the field picker icon from the field that you would like to copy, this is the icon I have highlighted below.
This button opens up a box for you to choose what you would like to do with this field. To copy the field select the form and tab that you would like to copy it to then click Copy.
In the instance below I have selected to copy the field to the Contact details > Address tab, however you can select any form or tab that you have within Senta.
Once you click Copy you will be presented with a dialogue box asking you to confirm your choice, click Confirm and the copy will be made.
