How to Customize the Accounts Form Builder in WeekMate CRM
How to Customize the Accounts Form Builder
Overview
The Accounts Form Builder in WeekMate CRM allows you to customize the account creation and edit forms according to your organization's requirements. You can add new fields, modify existing ones, rearrange the form layout, remove unnecessary fields, and mark important fields as mandatory.
Customizing the account form helps your team capture the right information while maintaining a consistent and efficient data entry process.
Before You Begin
Before customizing the Accounts Form Builder, make sure:
You are logged in to your WeekMate CRM account.
You have permission to access Settings and manage form builders.
You have identified the fields and layout required for your account records.
Steps
Log in to your WeekMate CRM account.
Navigate to Settings.
Open the Accounts Form Builder.
Add new fields, if required.
Edit existing fields as needed.
Rearrange the order of the fields to match your preferred layout.
Remove fields that are no longer required.
Mark important fields as Mandatory, if applicable.
Review the updated form layout.
Click Save to apply the changes.
The customized Accounts form will be available whenever you create or update an account in WeekMate CRM.
Video Tutorial
Watch the video below for a complete walkthrough of customizing the Accounts Form Builder in WeekMate CRM.
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