Customize the Add Contact Form

The form your team sees when they click + Add Contact doesn't have to show every field ever created.

Why customize it

A generic form invites messy data — blank fields, info typed in the wrong box, skipped details because the form is too long.

What you can configure

• Field selection — add or remove any standard or custom field.
• Field order — drag and drop.
• Required fields — mark specific fields mandatory.
• Preview — check before rolling out.

Setting it up

1. Go to Contacts, open Add Contact form settings.
2. Add, remove, and reorder fields.
3. Mark required fields.
4. Preview.
5. Save.

The payoff

Everyone works from the same consistent form; records come in cleaner.