• Small - 16 characters, e.g., zip codes
• Regular - 46 characters, e.g., street address
• Memo - 240 characters
• Unlimited Memo
• WYSIWYG Text 

 

WYSIWYG Notes

The field length of this field can be changed by clicking 'Change Field Length from Default' at bottom right of screen when selecting or editing this field type. 

Lists

• Drop-down - Allows only one selection
• Big Search List - Access another record in SAM
• Checkbox - Allows multiple value selections
• Radio Button - Allows only one selection
• Yes/No Radio Button
• Checkbox - Yes/No values, simple checkbox for ease of entry

 

When entering a location for an entity, region defaults to a state in the United States. If the location is outside the US, choose 'Enter Region' (right of the field), then enter location. Reverse this action by using the new link 'Select State' to provide list of US states.

 

• Date Only
• Date - Time
• Time Only
• Timeline - One Date Field - Another Date Field. Represented in Days, Weeks, Months, Years, Year and Month (child ages)

When entering dates you must enter in the format: M/D/YYYY. If you enter 3/2/08, the system will record 3/2/1908 for the value.

 

You may receive an invalid date error for a date that is valid if the date is too far into the future or past. Dates can not not be more than 150 years in the past or 100 years in the future.

 

Create a Timeline Field

In SAM, open the Table or Form the field should be added to > Add New Field > Create New Field > enter the Field Title > Select Date or Time or Timeline > select Timeline > enter Start Date and End Dates and the Interval Type for how you want the results to display > Save

For Report Statistics, access Advanced Field Properties and set Totals on Forms and Reports = Yes. 

 

• Number - Allow Decimals, Allow Negative Number

• Currency

• Email Address

• Hyperlink

• Phone Number

• Document Upload

Document Uploads 

Document fields can be added to Client Checklist and Public Forms for end users to upload documents. Uploaded documents are added to the record's Documents section and viewable from other forms where the document is shown.

 

Full Address 

There are Full Address fields that pull together Street Address, Street Address 2, City, State, Zip into a more visually appealing single field. This field type can be found on the Main Entities.

 

Add a New Field

There are two ways that SAM Leads can add new fields: on a Table or on a Form directly. 

1. In SAM, click Settings > Form Customizer > select the Form to add the new Field to > Add Field (sidebar) > click the small link 'Create new Field for [Table]' (below the chosen Table) > enter the Field title > set Field Type > Save 2. In SAM, click Settings > Tables & Fields > select the Table to add the Field to > Add Field (sidebar) > enter the Field title > set Field Type > Save

 

Modify a Field

Fields can be changed and moved from one table to another to better setup your data structure. 

Change a Field Title

In SAM, access Field Properties > click the value of the Field title > rename > Save

The new field title should be related to the original field title's intent. If not, create a new field.

 

Edit Field Type 

In SAM, access Field Properties > Advanced Options > Edit Field Type > select the new Field Type from the available options > follow prompts to continue field type setup

Fields can only be converted to another field type when no records have data in that field. 

Options when converting from one Field Type to another: 

• Text to List - values entered in the text field will become List Items after selecting/creating a new list.
• List to Text - values entered in the list field will be converted to text.
• List to Radio Button List - data entry will be changed from a drop down list to a radio button.
• List to Checkbox-List - data entry will be changed from a drop down list to a checkbox-list.
• Radio Button List to Checkbox List - values will be lost for records. Recommended only if there are no existing values.
• Yes/No Radio Button to List - List Items will be entered as Yes =1 and No = 2. Edit List Items to rename and add the other List Items as needed. Yes/No Radio Buttons are different from a Radio Button List, because Yes/No Radio Buttons are stored as true/false values.
• Yes/No Radio Buttons to Checkbox List - Not possible. Create new field.
• Yes/No/Undecided List to Yes/No Radio Button - Not possible, values are lost. Create a new field. Bulk-update records to enter the Yes/No values to the new field.
• Checkbox Lists - Not possible. Create new field.

 

Move Field to another Table

In SAM, open Field Properties for the field you want to move > click Advanced Options > Really Advanced Options > Move to Another Table > choose the Table to move to > Save

SAM only allows specific tables to move to, and it may take more than one time going through this process to move a field up multiple levels in the table hierarchy. Sometimes creating a new field is the better option. 

WARNING!

Moving a field can cause data loss if you are moving up one level, like from the Case table to the Main table. If you're unsure, it's better to Create a new Field or use Bulk Update to copy the data from the original field to the new field.

Fields that cannot be moved

Calculated Fields Fields from Multi-record Tables to a 1:1, create a new Field instead.