Add/Edit Forms

Organize your account's Add/Edit forms for a streamlined process when your users manually add new contact records into the account. You can customize the order and which fields are shown when entering new Companies, Deals, and People as well as change whether or not a field is required.

Click on Form Preferences link at the bottom of the New Company, New Deal, or New Person form.
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Or from the Add/Edit Form page under Account Settings: click on your avatar 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.

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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.

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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. 

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