Xtreme Automator®

New Customizable Add Contact Form📋

What’s New? 🚀

Adding contacts just got a major upgrade! The Add Contact form is now fully customizable, giving you complete control over which fields appear and how they’re organized. With a sleek new sidebar design and the ability to tailor every detail to your workflow, creating contacts has never been easier or more efficient.

How It Works 🛠️

The new Add Contact form puts you in the driver’s seat. Here’s what you can do:

Streamlined Design

The form now opens in a clean sidebar, making it faster to add contacts without disrupting your workflow. Everything you need is right there, organized and accessible.

Full Customization

Head to Settings > Objects > Contacts > Customize fields for Add Contact (admins only), and you’ll be able to:

  • Add or remove fields to match your exact needs
  • Reorder fields by dragging them into your preferred sequence
  • Mark fields as mandatory to ensure critical data is always captured
  • Include both standard and custom fields for complete flexibility

Consistent Experience

The customizable form works seamlessly across both web and mobile, ensuring your team has a consistent experience no matter where they’re working 📱.

Why You’ll Love It 💡

This update is all about speed and precision. By customizing your Add Contact form, you’ll capture exactly the data you need—nothing more, nothing less. No more scrolling through irrelevant fields or forgetting to collect key information.

Faster contact creation means your team can focus on what really matters: building relationships and closing deals. Plus, with mandatory fields, you’ll improve data quality and ensure consistency across your entire database.

Ready to streamline your contact creation process? Go ahead and start adding contacts faster than ever! 🚀

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