GoodCRM

Tom Cowle

Penelope Hill

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

Forms, Custom Fields & Tags

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

Introduction to Custom Fields & Forms

Overview

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

Adding & editing Custom Fields

All Custom Field types

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

All Custom Field settings

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

Using the Form Builder

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

All form field settings

Forms

Learn how to create and share record forms and view responses

Record forms and responses

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

Record Forms & Connections Masterclass

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

Using Record Forms externally

Add tags, connections and move responses between forms in bulk

Using Bulk Actions on Record Forms

Record Forms

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

Managing Tags and Tag Types

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Find answers and get help from Intercom Support and Community Experts

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