Add/Edit Forms

Streamline your record input by customizing the record creations forms in Add/Edit Forms. You are able to make fields required, rearrange the order of fields, or hide fields that do not need to be prominent when entering Companies, Deals, and People. 

Click on Form Preferences link at the bottom of the New Company, New Deal, or New Person form.
Account_Settings___PipelineDeals.png

Or from the Add/Edit Form page under Account Settings: click on your picture or initials in the upper right-hand corner > Account Settings > Add/Edit Forms > selecting which form to change: Company, Deal, or Person.

Account_Settings___PipelineDeals.png

From there, you can reorder your fields by clicking on the name of the field you want to move, then dragging and dropping it. Mousing over a field will darken your selection and show an icon that looks like three lines on the left-hand side of the field name. Click, drag, and drop the field into the position you want to change the order of your fields.

Account_Settings___PipelineDeals.png

If you want to hide a field from your form, drag and drop the field from the “Displayed fields” section to the “Hidden fields” section. While hiding fields will minimize them on the form, they will still be accessible when clicking the down arrow next to the header name which will appear in bold under the displayed fields.

Account_Settings___PipelineDeals.png

You can also choose whether or not to make a field required in order to save an entry by checking the box beneath Required for the field. Keep in mind that if you make a field required, you won't be able to save an entry unless you have something in that field. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.