Contacts Database Form Settings

Go to Settings → CRM → Databases and click Contact form  to define your custom contact form. If you do not set up a custom form, you will only be able to use the CRM Contacts module with these basic fields: Title, First and Last name, Account, User who created the contact 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.

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Notes

Suggested Contacts in Open Activities During an open activity, if the contact information is associated with more than one contact, a list of available contacts will appear at the bottom of the Contacts widget which allows you to click the Link  button to switch to the selected contact. By default, a maximum of 4 extra contacts are suggested on top of the one that is loaded. If you would like to increase or decrease the number of suggested contacts, please call our Support Team on +420 226 211 245 or email us at daktela@daktela.com.

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