Use Pinpoint Onboarding's Fields menu to decide on and configure the data you want to collect during the onboarding process.
Fields house the data you collect during an onboarding process; names, addresses, references, banking details, consents etc. In order to collect this data, you need to configure which fields you'll need, before assigning them to an onboarding process.
Create a new Field
While in the Pinpoint's Onboarding system, select the Fields menu from the left hand navigation bar.
Select Create New to add a field to your system.
You can either pick from Pinpoint's template fields (which can be customised) or you can start from scratch by selecting a Custom field type you'd like to use to create your own field.
Configure options such as the whether the field is required as part of any forms it is assigned to, and save the field.
The field is now ready to be assigned to an onboarding Form