Referral filters
Referral fields in Vymo are used to establish connections between different records across modules or workflows, enhancing the relational dynamics of the data.
Referral fields allow records, such as leads, to be linked to other relevant entities or modules. This linking facilitates integrated data management and accessibility across different areas of the app.
Referral fields are prominently displayed and can be interacted with in several ways:
- List Screens: Referral fields are available as filter options, allowing users to sort and view records based on linked entities.
- Input Screens: When entering or updating information, referral fields enable users to specify or change links to associated records or modules.
This connectivity ensures a cohesive and efficient data handling experience, making referral fields a crucial aspect of navigating and managing records in Vymo.
Setting up a module filter
To use referral filters for a module, contact Vymo Support.