Using Your Data
Our Reference Data feature is used for two purposes:
Populate a Value List (Drop-Down) – Instead of entering a list of choices by hand, you can populate your drop down options all at once.
Auto-Populate Fields – If you want to autofill a field based on a value you enter in a previous field. This saves your users tons of time out in the field.
This feature is ideal for lists of:
- accounting codes
- any other data specific to your business.