There are many different field types within Senta, which allow you to collect and store a wide range of information. Data from these fields can then be pulled into emails and text messages using placeholders.
What fields can I use as filters?
Before we dive into what field types are available in Senta, it is worth pointing out which of these you can use as filters.
We have put an (F) next to each field type in the table below that you may use as a filter. To read more on filters check out this guide here.
|Text box||A single line where you can enter text|
|Text area||A large area where you can enter multiple lines of text|
|Check box (F)||Tick to select|
|Yes/no radios (F)||Answer yes or no to a question|
|Lookup (F)||Select from a dropdown menu|
|Date||Select a date|
|Month (F)||Select a month|
|Day & month||Select a day and month|
|Quarter (F)||Select a quarter (to recur jobs in a service)|
|URL||Enter a hyperlink|
|Enter a Twitter @ link|
|Email address||Enter an email address|
|Telephone number||Enter a telephone number|
|Percent||Enter a percentage|
|Money||Enter an amount of money|
|Number||Enter a number|
|User (F)||Select a specialist from the practice users|
|Manager||Select a user with practice manager permissions|
|Client role||Used on the contacts tab - assign a role to a contact|
|Image||Save an image|
|Divider||Everything below this field will display in a new column on the same form|
Due to the purpose of the Check box field type, it is not possible to make this field mandatory as part of a form.
When editing a form template:
When completing a form:
For more information about lookups please click here.
Day & month
The practice currency can be changed under Settings > General settings > Display.
It is important in any number fields in Senta to not include a comma e.g. £1234.56 rather than £1,234.56.
When editing the "edit contact" form:
When updating a contact on a client's contact tab:
For more information about this please click here for a guide to client contact roles.
The above field types would display as follows in a completed form: