How to Customize the Contact Form Builder in WeekMate CRM
How to Customize the Contact Form Builder
Overview
The Contact Form Builder in WeekMate CRM allows you to customize the contact creation and edit forms to suit your organization's data collection needs. You can add new fields, modify existing ones, rearrange the form layout, remove unnecessary fields, and mark important fields as mandatory.
Customizing the contact form helps ensure that your team captures accurate and consistent customer information while streamlining the contact management process.
Before You Begin
Before customizing the Contact 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 contact records.
Steps
Log in to your WeekMate CRM account.
Navigate to Settings.
Open the Contact Form Builder.
Add new fields, if required.
Edit existing fields as needed.
Rearrange the field order to organize the form 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 Contact form will be available whenever you create or edit a contact in WeekMate CRM.
Video Tutorial
Watch the video below for a complete walkthrough of customizing the Contact Form Builder in WeekMate CRM.
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