new
improved
CRM
Contacts
Add Contact Form – Now Customizable
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.
🛠
Customizable fields:
Add, remove, and reorder fields to match your workflow.✅
Mandatory fields:
Ensure key data is always captured by marking fields as required.🔄
Custom fields support:
Include both standard and custom fields.Why You’ll Love It
- Faster contact creation with fewer clicks.
- Better data quality with fields of your choice.
- Consistent Add Contact form across web and mobile for smoother onboarding.
How to Customize
- Enable the Add Contact feature from Labs

- Go to Settings > Objects > Contacts > Customize fields for Add Contact (admins only).

- Click on Manage Fields to add/remove fields or reorder them. Save your Changes.

- Mark fields as required, or delete the ones you do not need.

- Save and preview your new setup.
