GoodCRM

Tom Cowle

Customise the data you capture in your CRM through custom fields and forms

Custom fields and forms are the key to customising your CRM around your organisation's data-capture requirements

Learn how to add custom fields to your CRM to capture relevant data for your organisation

This article looks at all the options you may come across when adding or editing custom fields

You use forms whenever you add or edit data in your CRM, use the form builder to create new forms or edit existing ones

Learn about the settings you can apply to fields on a form

Learn how to create and share record forms and view responses

Take a deep dive into Record Forms and Connections fields in this masterclass webinar.

How to use Record Forms for surveys, applications and other external uses

Add tags, connections and move responses between forms in bulk

Learn how to create and use Tag Types to manage your tags and classify your data

Find answers and get help from Intercom Support and Community Experts

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