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.
|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||Tick to select|
|Yes/no radios||Answer yes or no to a question|
|Lookup||Select from a dropdown menu|
|Date||Select a date|
|Month||Select a month|
|Day & month||Select a day and month|
|Quarter||Select which quarter|
|URL||Enter a hyperlink|
|Twitter||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||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: