travelmonkee123 wrote: "a.) Regarding your screenshot: You can use a field of type "Delimiter" for an HTML formated term."
How would I go about doing that?
All these are CB basics. Please, have a quick look and search in CB manual. Play with all available Field types! There are also some valuable help tooltips and hints in backend. Learning by doing is the best you can do!
A "Delimiter" is one of CBs standard field types. It can be used to display all kind of HTML formatted content.
I have three types of user; Customer, Technician, Salesperson (for example). The first question is are you a customer or worker? (So doesn't directly relate to a field in field management).
Sorry, i don't understand. You know your application and purposes better than me. YOU have to decide WHAT information you want to store. You have to choose a field type, that suits your application.
Sometimes you need a simple value of YES/NO (checkbox). Sometimes you need an exact term (single select), or sometimes you give the user a multiple choice... that really depends on YOUR needs.
If you want to display a certain value on the profile, than you need readable terms. If you just need a condition you may use a checkbox...