Support Forums/Announcements
10.2 Release Notes - April 8, 2010
Leads360 Support April 22, 2010
Form Builder - Sections
We’re happy to introduce a useful feature to help you better organize the display of lead data on the Add/Edit Lead page. The new Section function allows you to organize your fields within each group on the Form Builder page.
By creating Sections you can display collapsible and expandable clusters of fields on the Add/Edit Lead page, allowing you to focus on key lead information while hiding less important or rarely used fields. This feature is especially valuable if you’re using a long form with many fields.
When to Use this Feature
· You have a large number of fields within a particular Group (tab)
· You want to create a sub-section within a Group with its own distinct heading
· You have fields that you don’t often use and clutter your Add/Edit Lead screen
· You want to focus attention on the most relevant and commonly used fields
Viewing Sections on the Add/Edit Lead Page
Creating Sections within the Form Builder will provide an easier to use lead form for your users. Sections are indicated in light blue and include 
icon which may be clicked to expand the Section in order to view all included fields. Note: When no data is populated in fields within a Section, the Section is defaulted to collapsed thereby minimizing non-essential fields on the Add/Edit Lead page.
Collapsed View
After expanding the Section to view all fields within, you can click the 
icon to collapse the Section.
Expanded View
Adding a Section to Your Form
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1. Go to the Form Builder page available in the left-hand navigation. |
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2. Select a group and click Add New Section. |
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3. When the Add/Edit Section window pops up, enter a name for the section and click Save.
Example: Within the Group Borrower Information, you may want to create a specific Section for Contact Information. |
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4. Once you’re created a new Section, you will see it at the bottom of the relevant Group. You can move the Section up or down within the Group, using the up and down arrows to the right of the Section name. |
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Note: Once you’re created a section, you’ll notice that a new Section icon is displayed on the form. You can also see a Group icon to help differentiate between the different types of information. |
Section Icon
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Group Icon
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Adding an Existing Field to a Section
Once you have created a Section, you can add your existing fields to it.
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1. Click the Edit link under the Options column for the field you want to add to the Section.
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2. When the Add/Edit Field window pops up, select the name of the relevant Section from the available dropdown and click Submit. |
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3. After adding fields, you can see them listed and indented below the Section name. |
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Adding an New Field to a Section
Once you have created a Section, you can add new fields to it.
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1. Click the Add New Field link next to the relevant Section name.
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2. When the Add/Edit Field window pops up, enter all relevant information for the field and click Submit. |
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