Keeper 101: Record Types
Keeper’s Record Types feature provides users the ability to create records of various template types, grouped into categories, each containing a unique collection of field types and functionality within the record. Create a New Record & Change Types When you create a new record you will have the option to choose a record “type”. To begin, click Create New, then select a record type from the dropdown menu. Enter a name for the record and click Next. Now you can enter the specific details that apply to this record.