Pipeline CRM

    Customize Add/Edit Forms

    Add/Edit Forms control how records are created for Companies, Deals, and People. Reorder fields, hide the ones your team never uses, and keep data entry fast.

    Before you start: You need admin permissions to change forms. Changes apply to everyone in your account.

    Why Customize Your Forms

    • Rearrange field order so the form follows how your team actually works.
    • Hide non-essential fields to keep forms clean and focused.
    • Reduce errors by putting the fields that matter at the top.

    Open Form Settings

    There are two ways in.

    From a form: At the bottom of any New Company, New Deal, or New Person form, click Form Preferences.

    From Settings:

    1. Click Settings in the lower-left corner.
    2. Go to Data Entry > Add/Edit Forms.
    3. Select the form you want to customize: Company, Deal, or Person.

    Reorder Fields

    1. Hover over a field — it darkens and shows a six-dot icon on the left.
    2. Grab the six-dot icon and drag the field to its new position.
    3. To remove a field, drag it out of the form.
    4. To add a field, drag it in from the options on the right.

    Hide Fields

    Hiding is for system or custom fields your team doesn't need to see at all.

    1. Open Settings > Data Entry > Add/Edit Forms.
    2. Check the Hidden box next to any field or section you want to hide.
    3. To hide everything that's collapsed, use the hide all collapsed fields option.
    4. Click Save.

    Heads up: If a hidden field is part of a conditional rule, it will appear and become required when that rule is triggered. See Conditional Fields.

    Make a Field Required

    Required behaviour is handled by conditional rules rather than on the form itself. Set a field to Required in Conditional Fields, and it will be enforced when users create or edit a record.

    Minimize a Form to Come Back to It

    You don't have to finish a record in one sitting.

    1. Click the minimize icon in the top left of the form.
    2. Carry on working elsewhere in your account — your progress is kept.
    3. Click the minimized form to pick up where you left off.

    You can keep up to three forms minimized at a time.

    Pro Tips

    • Keep required fields near the top so users hit them first.
    • Hide fields you rarely use instead of asking your team to scroll past them.
    • Review your forms whenever your process changes.

    Need help? Contact support at customercare@pipelinecrm.com.