We’ve made it easier to add contacts with a new Add Contact form that you can fully customize.
What’s New
New design:
Add Contact now opens in a streamlined sidebar.
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Customizable fields:
Add, remove, and reorder fields to match your workflow.
Mandatory fields:
Ensure key data is always captured by marking fields as required.
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Custom fields support:
Include both standard and custom fields.
Why You’ll Love It
  1. Faster contact creation with fewer clicks.
  2. Better data quality with fields of your choice.
  3. Consistent Add Contact form across web and mobile for smoother onboarding.
How to Customize
  • Enable the Add Contact feature from Labs
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  • Go to Settings > Objects > Contacts > Customize fields for Add Contact (admins only).
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  • Click on Manage Fields to add/remove fields or reorder them. Save your Changes.
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  • Mark fields as required, or delete the ones you do not need.
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  • Save and preview your new setup.
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