* red asterisks identify mandatory information throughout the application.
* blue asterisks identify specificities of your business: field names that differ from what you read here, or additional fields which don't exist in the standard product.
Field types: most commonly used fields are alpha, numeric, date, text area, and dropdown list, but the system offers a large range of options.
Some tables and fields support quick edit. This mechanism allows you to update the record from a list, a dashboard, a mobile screen, or the results of a query. All this without entering the entire form. When you hover your mouse over such fields, this icon appears:
To make your onboarding simple and efficient, some fields and advanced features have been hidden or disabled in your environment. They appear in this user manual in a greyer tone of colour.