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forms
ft_default_visit
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Standard Visit Form
Form template builder
Template name
Form type
Description
Visit type
Transaction type
Active
Default for this type
System template (cannot be deleted)
Build
Preview
Save template
Add field
Lead / contact
Short text
Internal only
Required
Property
Short text
Visible in report
Required
Assigned agent
Short text
Visible in report
Required
Date and time
Date & time
Visible in report
Required
Visit type
Single select
Visible in report
Status
Single select
Internal only
Add field
Meeting location
Short text
Internal only
Internal notes
Long text
Internal only
Add section