Zapflow offers a large variety of fields to meet our users' unique needs. All fields can be found by going to Company Settings > Field Settings, and they are separated into different modules: Dealflow, Fundraising Opportunity, Commitment, Holding, Our Fund, Contact, Company, Investor.
In Field Settings you'll see a column called Field Type, if you click on the column title you can sort fields by their Field Type. The Single Option and Tag field types are two common field types that need you to configure the options for each field. This means that when you activate any of these two field types, you will need to manually configure the options available for selection in this field. To complete this configuration follow the steps below:
Field Type: Single Option
After activating and saving the field under field settings, go to the module where this field is located. For your reference, the module you are seeing fields for is always highlighted in green. In the screenshot below you can see the Source Category field is a Deal field.
For example, Source Category is a single option field under the Deal module. Therefore you should go to any Deal profile and look for the field Source Category.
Once you find the Source Category field, start typing an option you'd like to add for selection under this field. Some examples of Source Category options to add: Referral, Own Analysis, Media, Event, LP Introduction, Webform. Once you're done typing the option you want to add, click on the green "+" button below that will appear below the field. A create option pop up window will appear for you to confirm the option you want to add and when you're done click on Create.
4. Once you create a field option under any Deal profile, you will be able to use it for any other Deal, it will be available under all deal profiles.
Field Type: Tag
After activating and saving the tag field under field settings, go to the module where the field you activated is located. In the screenshot below you can see an example of a Company tag field: Industry Type.
2. Our example, Industry Type, is a Company field. Therefore we will go to any company profile to add options under this tag field.
3. Tag fields are located in the top right of a Deal, Company, Investor or Contact profile. Click on the two tags icon and look for the Investor Type field.
4. Start typing the industry type options you want to add and click on create. To add multiple options please repeat this step as many times as needed. Remember that the options you create in any company profile are automatically available for use across all company profiles you create.