Record Forms are a flexible space in your CRM to capture all sorts of useful information. We refer to the records stored in a Records Form as Responses.

Often responses might connect to other data in your CRM - for example, you may record feedback from a person about an event. The response would hold the feedback, and would use Connections Fields to connect to the person and event in question.

Record forms can also be shared via a link, or embedded into a page on your website.

To access Record Forms, click on the link in the main navigation.

Your record forms are listed at the Records home page.

You can search for the record form you're interested in via the top-left search.

To add a record form, simply navigate to Records home and click the + Add Form button.

Creating and editing record forms uses the Form Builder, just like any form in GoodCRM.

All custom fields used in Record Forms are collected under the Records data-type and are accessible directly from the Record Form, but also from Tools & Settings > Custom Fields > Records.

You may wish to use the same custom fields across multiple record forms, doing so allows you to view data from multiple record forms at the same time using the Segments Tool.

Learn more about using Forms and Custom Fields in GoodCRM.

To add a new response, first navigate to the record form you wish to respond to.

1. Click Add Response.

2. Complete the form

3. The Response now appears in the Responses List

First navigate to the record form you wish to view responses for.

Responses is the default tab when viewing a Records Form.

Above the Responses List you'll see the Search Panel. This allows you to filter responses by any Tags fields, Connections Fields or Date fields in the Record Form.

Below the Search Panel is the Responses List. This shows all responses to this Record Form, or those responses that match the search criteria in the Search Panel.

You may click on a Response to view it in the Response View or you can Edit or Delete the response using the corresponding buttons.

To the right of Search Panel and Responses List is the Response View. This shows the currently selected response. The < left and > right buttons, allow you to browse through responses one-by-one.

First navigate to the record form you wish to view aggregated data for, then click on the Statistics tab.

Above the Statistics List is the Search Panel. This allows you to filter the responses displayed in the Statistics List by any Tags fields, Connections Fields or Date fields in the Record Form.

The Statistics List displays the aggregated data for all responses in this form, or those matching the criteria in the Search Panel.

To understand which types of custom field display in the statistics view, see this article.

Record Forms can be Shared via a link or Embedded into a web page.

To share or embed a form, first navigate to the Record Form.

1. Click on the Sharing tab

2. Click on the Get Started button.

3. Click Next to start configuration.

4. Choose any people you'd like to be notified when you get a response.

5. Copy your Share link, or Embed code

When someone clicks the Share link they will see the following screen. This screen will use your Logo and Cover Image from your branding settings.

When someone clicks through to the form, they will see a form with a branded bar above.

This screen will use your External Logo and Brand Colours from your branding settings.

View our Masterclass focusing on Record Forms and Connections, plus Q&A from GoodCRM clients.