How to Customize Your 'Add Contact' Form

The default Add Contact Form comes with standard fields commonly used across businesses. Customization allows you to fine-tune these by choosing which fields to show, marking them required or optional, adding new ones, and organizing them into sections. This ensures every contact entry captures the details that matter most to your team.      

Benefits:

• Fits your workflow: Customize forms for sales, support, or onboarding needs.

• Boosts accuracy: Capture only the data that matters.

• Faster entry: Shorter forms let agents focus on customers.

Use Case: An IT services company records new client contacts manually after onboarding. The admin customizes the Add Contact Form with fields such as Service Package, Contract Start Date, and Technical Point of Contact while hiding irrelevant ones like Fax Number. This ensures that each entry contains the details required for troubleshooting and account management without unnecessary inputs.

To customize the Add Contact Form:

Step 1: Open the Customization Panel

• Go to the Add Contact sidebar in your dashboard.

• At the bottom, click Customize Form to open the customization panel.

Step 2: Configure Default Fields

• Review the built-in fields such as Name, Email, and Phone Number.
   

• Use toggles to decide which fields to display and which to hide.
• Mark important fields as Required to ensure agents never skip them.

Step 3: Add Custom Fields

• Click + Add Field.

• Choose a suitable field type (text, dropdown, checkbox, date, etc.) and click Add.

• Give the field a label and, if needed, set a default value or validation rule.

Step 4: Organize Fields into Sections

• Click Section from the list of custom fields and then click Add to create a new section. Use this section to group related fields together (e.g., Contact Info, Company Details).

• Drag and drop fields into the right sections for a structured form layout (as shown in the screenshot below, where the Billing Details field is placed in its section).

Step 5: Save and Apply Your Customization

• Once your fields and sections are set, click Save.

• Your updated form is now active, and agents will see the new layout when adding contacts manually (as shown in the screenshot below with the Billing Details field added earlier).

That’s all about customizing the add contact form in BIGContacts. Please contact our support team if you encounter any issues or questions.