Why Customize Add/Edit Forms?

• Make important fields required to prevent errors.
• Rearrange field order for a logical, intuitive flow.
• Hide non-essential fields to keep forms clean and focused.
• Boost efficiency: Less scrolling, less confusion, more productivity.

How to Access Form Preferences

• At the bottom of any New Company, New Deal, or New Person form, click the Form Preferences link.

• In the lower-left corner, click on Settings.
• Click on Data Entry and then  Add/Edit Forms.
• Select the form you want to customize: Company, Deal, or Person.

Reordering Fields Made Simple

1. Find the field you want to move and click its name.
2. Drag and drop the field to your preferred spot.
3. When you hover over a field, it will darken and show a six-dot icon on the left—grab it to rearrange.
4. To remove a field, drag it out of the form.
5. To add a field, drag it in from the options on the right.

Hiding Fields in Forms

1. Open the Form Settings in Admin settings.
2. Check the “Hidden” box next to any field or section you want to hide.
3. Hide all collapsed fields at once using the dedicated option.
4. Save your changes.

Heads up: If a hidden field is included in a conditional rule, it will show up and become required when the rule is triggered.

• Keep required fields up top for quick access.
• Hide fields you rarely use to reduce distractions.
• Regularly review your forms to make sure they match your current workflow.