Customizing Contact Fields: How to Hide or Require Fields

Every business captures different information. A real estate agency might track property preferences, while a consulting firm may record project timelines or client budgets. On the other hand, a freelancer might only need a client’s name, email, and notes.

With BIGContacts, you can easily hide unnecessary fields or make important ones mandatory — keeping your contact forms clean, relevant, and consistent across your team.

STEP 1: Access the Contact Form

From the left menu, click Contacts, then select All Contacts.
Find any contact, click the three dots under the Action column, and choose Edit Contact.

STEP 2: Open the Form Customization Tool

At the bottom of the contact edit panel, click Customize Form.
This opens the Form Maker, where you can view and adjust all contact fields.

STEP 3: Hide or Require Fields

Inside the Form Maker, you’ll see a list of all available fields under Contact Information.
Here’s what you can do:

• Hide Field: Turn on Hide Field if you don’t want a field to appear on the contact form.

• Required Field: Toggle Required Field to make a field mandatory when adding or editing a contact.

You can preview your form at any time to see how it looks.

STEP 4: Save Your Changes

After adjusting visibility and requirements, click Save at the top.
Your contact form will now reflect your chosen settings across the account.

Why This Helps

• Simplifies Data Entry – Only show fields that matter.

• Improves Consistency – Ensure important data is always captured.

• Keeps Records Organized – No more clutter or confusion during updates.

With BIGContacts, your team can focus on collecting the right data — not all the data.