Please raise your hand if you’ve ever wanted a custom field to be added to the different sections included in the Lead Profile form. Tracking information about a potential resident can be time consuming when there is so much to record and save related to the ongoing consultation, preferences and needs of the family. YGL is improving the ability to quickly track critical data by providing users the option to include their very own customized field in the lead’s contact form.
This is a free modification and specifically available in the Primary Contact, Resident Contact, Resident Profile, or Financial Information sections. Field options include: drop down list, checkbox, textbox, or date picker. For example, you may want to quickly track what profession the potential resident was or is in. Perhaps you live in a bilingual region and would like to quickly and easily record the inquirer's primary language. Click Here to review this feature and all other free customizable options in YGL.
Want to improve your own organization’s lead profile forms? Whatever your specific preference for the custom field may be, it’s only a few simple steps to include this feature in your own YGL account.
Step 1: Decide what type of field you want to add (e.g. drop down, checkbox, textbox, or date picker) and what to call it. (title)
Step 2: Specify the options to include with the custom field. E.g. if a drop down, what options should be included in the list.
Step 3: Submit your request to YGL Support at email@example.com
See that, easy as 1,2,3. Remember to visit the YGL Help Center to find out more about YGL’s features, view helpful videos and review helpful FAQs.