Contact Forms
Contact Forms decides which fields appear on the contact-creation form, which of them are required, and in what order — separately for people and for organizations.
People and organizations are separate forms
A left-hand menu lists the two contact entities that can be configured — People (individual contacts) and Organizations — and selecting one shows that entity's field configuration on the right. The active entity can also be deep-linked directly; an unknown or missing value defaults to People.
On first load, if an entity has no saved form configuration yet, the page silently creates a default layout from the built-in field catalogue for users allowed to create form configurations, so the editor is never empty for an admin. If an entity still has no configuration after loading — the user cannot create one, or creation failed — that entity shows an empty-state message instead of the editor.
Editing a form
The panel shows the ordered list of fields currently on the selected entity's form. Each row has a drag handle, the field's label, a Required checkbox, and either a delete action or a lock indicator.
| Control | Behaviour |
|---|---|
| Drag handle | Reorders the field. The order shown here is the order the contact form renders. |
| Required checkbox | Marks a field required or optional. Fields that are required by design show it checked and locked — it cannot be turned off. |
| Delete / lock | Locked fields — core fields that must always exist on the form — show a lock instead of a delete action, and cannot be removed. Any such field stays on the form even if a stale saved layout had omitted it. |
| Add a field | An "add" menu lists every catalogue field for the entity not already on the form, plus a "select all" option that adds every remaining field at once. It becomes unavailable once nothing remains to add. |
Save persists the current order and required flags, and is shown only to users allowed to update form configurations — without that access the panel is view-only. A form with no fields shows a "no fields" message in place of the list, though the add control stays available.
Rules worth knowing
- People and Organizations are two entirely independent forms, each with its own field set, order and required flags — editing one never touches the other.
- If a saved layout references a field no longer in the catalogue, it is silently dropped so no unlabelled, unconfigurable row can appear.
- Reordering, toggling required, adding and removing all update the working copy instantly but are not persisted until Save is used — navigating away without saving discards them. Save itself applies with no separate confirmation step.
Where to go next
Contact Forms shapes what a new record looks like the moment it is created in Contacts. Which fields exist on other record types — Legal Matters, Tasks, Leads, Hearings and KYC — is configured on its own dedicated page, Sections & Stages, rather than here. Who can reach this page at all is set in Setup Roles & Permissions.