Detail sheets allow you to add custom fields to the people you have in your system and keep them in useful categorized groups.

From your Detail Sheet view (https://fluro.subsplash.com/people/details), open the down arrow next to the "Detail Sheets" title and then select "Define a new type of Details Sheet".

Give your detail sheet a name and include a description. This is where you can define the type of custom fields you will be including in this particular detail sheet. For example, you may want to add a set of fields about a contact’s profession, or their medical details.

Now you can add fields to the definition. Select the Manage Fields tab and click Add Fields to open the form.

Fill in the field options as follows:

This will ask for the information you want to add about the user e.g. What is your profession?

This defines the answer options you give the user for answering the question e.g. Yes/No, Multiple choice Open text, etc.

The input type will define how this appears e.g. Checkbox, dropdown, text box, etc

You can add additional requirements to the answer fields. For example, if you have chosen a multiple-choice checklist, you can set a minimum or a maximum number of options that must be checked.

You may want to set up your field to have a set of limited answer options, for example, if you have a dropdown list you can define what options appear on that list. Under Allowed Options, enter as many options as you need.

You will see how the field looks in the preview window on the right.

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Once you are happy with your fields set up, make sure to save.

Now, when you open a contact, you will be able to see the new detail sheets you have added in their information.
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