If you are just getting started with Tudodesk 20, one of the first things I tend to do when setting up an account is to customize the form data entry.

In the previous version of TD, data entry restricted to a subject, summary, and reference. That's about to change.

In Tudodesk 20, you have a lot more scope not just for customizing what information your agents collect, but what label names we show, delivering a greater sense of a bespoke product.

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TD-20 now provides the following fields which you can hide or show, or even rename:

Typically your board set-up will look something like this;

We include default settings for each board - which are pretty decent. But you can tweak the forms for each of the boards, if that's your thing.

The first place I usually go to is the board that needs the most tailoring - The Job board.

Take a look at my various set-ups below for some inspiration

Changing what modules we include

The other neat feature we have introduced lets you choose what modules we show on the document. For example, on a JOB ticket, you may or may not want to collect pricing or might not need terms or shipping. In TD-20, you can turn these options on or off.

Follow the steps above, on the customize form scroll down and you will see the option to hide or un-hide all of the following modules/blocks

So, go to your boards and create a more bespoke product, you and your team can better use and understand.