Trackers & Fields

Contact Forms 

Custom Forms

Document Templates

Project Forms

Surveys

Trackers for personalised progress

: Responses are recorded against a Contact

Personalised Attendance

✖️

✖️

Read Only

✖️

✓

Personalised Achievement Tickbox

✖️

✖️

Read Only

✖️

✓

Personalised Multiple Choice

✖️

✖️

Read Only

✖️

✓

Personalised Number box

✖️

✖️

Read Only

✖️

✓

Trackers for aggregate progress

: Responses are only saved as numbers and cannot be linked to Contacts

Activity (quantity of activities)

✖️

✖️

✖️

✖️

✓

Aggregate Attendance

✖️

✖️

✖️

✖️

✓

Aggregate Achievements (quantity of anonymous achievements)

✖️

✖️

✖️

✖️

✓

Aggregate distribution of Multiple Choice Answers 

(quantity of answers per Answer Choice)

✖️

✖️

✖️

✖️

✓

Aggregate distribution of Numbers 

(quantity of answers per Number)

✖️

✖️

✖️

✖️

✓

Personalised survey fields: Responses are recorded against each individual Contact

Textbox (Small)

✖️

✖️

✓

✖️

✓

Basic fields: Responses are saved to the Case, Contact, Project or Story (survey response) being created

Attachment

✓

✓

✖️

✓

✓

Date

✓

✓

✖️

✓

✓

Date & Time (combined)

✖️

✓

✖️

✖️

✖️

List

✓

✓

✖️

✓

✖️

Number box

✓

✓

✖️

✓

✖️

Textbox (Small)

✓

✓

✓

✓

✓

Textbox (Large)

✖️

✓

✖️

✖️

✖️

Tickbox 

✖️

✓

✖️

✖️

✖️

Time

✓

✓

✖️

✓

✓