Field Collection
Customize information collection with Gallabox's Field Collection feature, creating and managing contact and company fields to suit your specific data needs perfectly.
The "Field Collection" feature in Gallabox enables you to create and manage various fields for collecting information within your contacts and company profiles. These fields can be customized to suit your specific data needs.
This flexibility allows you to tailor your contact and company information collection to your unique requirements, whether it's related to contact details, preferences, or any other data pertinent to your business.
Create a Contact Field
To create a field for Contacts:
Go to Field Collection under Settings. Click on +Add.
You can either choose from Gallery or you can create a Custom Field Collection.
To choose from the Gallery, all you have to do is check the box for the field you want to add and then click on Add button.
To add a custom field for Contact, you'll be asked to provide the following details:
Label: This is the name you want for the custom field to display across Gallabox, making it easily recognizable within the application. (You can add maximum 50 characters are only allowed)
Hint: You can provide a hint or additional information about the field to guide users in entering the correct data.
Type: Specify the field type based on the data you want to collect, such as text, number, date, or other relevant categories. This allows you to structure your data collection efficiently and categorize your contacts appropriately.
| Type | Description |
|---|---|
Text | Holds short pieces of information like name or address. Example: First Name (e.g., John) |
Text area | Accommodates longer text entries like descriptions. Example: Feedback (e.g., Briefly describe your experience) |
Multi- Text | Allows entering multiple short text lines, like separate email addresses or Phone Numbers. Example: Phone Numbers (e.g., Work, Mobile, Home) |
Number | Takes numerical values, often for quantities or measurements. Example: Age |
Select | Offers a dropdown menu with pre-defined choices. Example: Subscription Name |
Multiselect | Lets you choose multiple options from a list. Example: Preferred Languages |
Date | Used for picking specific calendar dates. Example: Subscription Date |
User | Enables selecting existing users from the system. Example: Gallabox users |
File | Uploads documents or images for attachment. Example: Resume |
Switch | Toggles between two states like on/off or yes/no. Example: Opt-in for newsletter (e.g., Toggle on/off to receive email updates) |
Create a Company Field
To create a field for Company:
Go to Field Collection under Settings. Switch to Company and click on +Add.
You can either choose from Gallery or you can create a Custom Field Collection.
To choose from the Gallery, all you have to do is check the box for the field you want to add and then click on Add button.
To add a custom field for Contact, you'll be asked to provide the following details:
Label: This is the name you want for the custom field to display across Gallabox, making it easily recognizable within the application.
Hint: You can provide a hint or additional information about the field to guide users in entering the correct data.
Type: Specify the field type based on the data you want to collect, such as text, number, date, or other relevant categories. This allows you to structure your data collection efficiently and categorize your contacts appropriately.
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