Additional forms and customization of advanced forms

How additional forms work

Forms allow you to extend standard object cards with customized fields to store specific information required for business processes, such as "car brand" or "medical history".

• Users can create additional forms with an unlimited number of fields according to their needs.
• The main form and additional forms can be displayed simultaneously if the option "Always show main form" is activated. This allows you to see system data alongside custom fields.

Adding and editing forms

1. In the "Settings" section, select "CRM" — "Additional forms".

2. Click on the top right "+".
3. Give the form a name and create fields to fill in.
4. On the right, choose which objects the form will work for (contact, lead, deal, or company).
5. Save the settings.

In the settings of workplace templates, you can also hide or display certain fields of standard or additional forms.

 

Administrators can create new forms and change the display in certain templates

• Setting up additional forms is available in the "CRM settings" section, where you can add new forms, name them, and choose the objects to which they will be applied (leads, contacts, companies).
• Fields in the form can be configured individually for each user group, allowing you to leave only important information, such as first and last name, if no other data is required.

Apply and update templates

Changes to the desktop template take effect automatically after they are saved, without the need to reboot the system. This ensures convenient and quick implementation of the settings for all users of the corresponding group.

If you have any questions about customization, please contact our technical support and we will be happy to help you adapt the system to your needs.