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Frequently Asked Questions aero-right CRM 101 aero-right Customize the fields for creating contacts or other records

Customize the fields for creating contacts or other records

CRM 101 Updated on June 21, 2019

When you create a new record, you are using what we call the Quick Create form, which is a pop up that has a few important fields needed to create records. Admin Users can customize these forms for all users of the same account.

Follow the steps below to learn how to customize your form fields.

  1. Click on your username located on the right top corner and select Settings.
    Customize the fields for creating contacts or other records
  2. Locate the Customization section.
  3. Click on the Quick Form Fields option.
    Customize the fields for creating contacts or other records
  4. Use the dropdown to select the record type fields you want to customize
  5. Drag the fields from left to right to make them available in the form (or from right to left to remove them from the form).
  6. Click SAVE when done

Notes:

  • You can choose any of your Active Fields for your form.
  • If you need a new field, create a Custom Field. All the new custom fields created are marked active by default. You can always mark an active field to in-active in Customization/Layouts.
  • Changes done from an admin account will reflect for all account users.

If you have any questions please feel free to contact our support team via email.

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