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Placements and Losses Forms

You can configure what appears on forms when making a Placement, or recording a Loss.  You can also create custom Placement Forms to attach to specific Opportunities in Crelate.

To find Placement and Loss forms, go to Settings and click Core Records.  The core records will display below, and you will see options for Placements and Losses.

Managing Placement Forms:

If you click on Placements, you will see that there are 3 pre-defined options: Basic, Fee Based, and Hourly.  Each of these has default fields to fill out when making a Placement of this type, and each of them can be set as the default form to use when making a placement on an Opportunity Type in Crelate.  

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You also have the ability to customize these forms, and add new forms to use with your opportunities.  To customize an existing form, double-click on the form to display the layout and fields.  Here you can Add or Remove fields, change the size of the fields, and add custom fields.  For more info on creating custom fields, see this article

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You can edit the layout of the form, including adding dividers and blank space

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After you have set the fields and layout that you like, click Save Changes to save the form.

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To add a new Custom Placement form to use on your opportunities, click the green + icon in the upper-right corner of your placement forms. You can Name and customize the Placement form and Save your changes.

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Managing the Loss form:

If you click on Losses, you have the option to customize the form you use when recording a loss.  Click the Customize Losses Form to configure that form, and Save your changes.

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