Accounts Database Form Settings

Go to Settings → CRM → Databases and clickAccount form  to define your custom account form. If you do not set up a custom form, you will only be able to use the CRM Accounts module with these basic fields: Title, SLA, User who created the account and Description. We recommend for you to set up the fields that you need in your day-to-day work.

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Set up Your Form Field Layout

The form builder and custom fields work the same across Daktela — see Custom Fields & Forms for the complete guide: layout, default values, field types and option editing.