A Recordset Tab is a type of a Lead Tab that displays lead data as recordsets.

For more information on creating and managing your lead tabs please see our article on Managing Lead Fields.

Each recordset is shown as a collapsible accordion on the lead page and shows the exact same set of lead fields. You can add or remove recordsets as needed.

For example, here is an example of an "Owner" recordset tab with two recordsets:

To delete a recordset click the Delete button on that recordset, and to add a new recordset click the Add New Owner button:

You can also populate the lead recordsets with data imported into the CRM via the Lead Importer.

More Info: Importing To Recordsets

Recordset fields can also be mapped to E-Signature applications just like regular fields. 

For example, to map the Owner 2 recordset to Owner 2 fields in the PDF app, click the Add New Owner button on the field mapping page to add a second recordset.

Then map the fields as you would normally, by dragging the fields from the 2nd recordsed and dropping them on the Owner 2 fields in the PDF:

More info: E-Signature Application Field Mapping

Recordset Reporting

You can add the recordset column in your Lead Overview report using the gear icon in the top right corner.

For each lead, the recordset column displays the number of recordsets with a triangle icon which you can click on to expand the recordset report:

Here is an example of the expanded recordset report, showing the data in each recordset:

You can also export the recordset data to an Excel file using the Export button at the top of the report table.

The recordsets are displayed as collapsible rows in the Excel sheet.

Click on the minus sign on the left side of the sheet to collapse the recordset, and the plus sign to expand it: