Accounts – Form Settings

Go to Manage → CRM → Databases and click Account 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.

Up to version 6.20, you can set up the Account form in Manage → CRM → Accounts.

Set up Your Form Field Layout

Drag a Container from the Choose sections list and drop it into the form field. Enter a title.
Click the Settings button to set up default expand settings, a rich text description and dynamic visibility.
Drag fields from the Choose fields list and drop them into your container. Click the Split button to set up multiple columns and adjust their width using the plus and minus signs .
Click the Settings button to set up a tooltip for agents (will appear in front of the field name), set dynamic visibility and set further options (Show in list, Show in activity, Hidden to agents, Read only, Required field, Rows of Text – hover over the tooltip in Daktela to view a description of each setting).
Repeat the process to set up all desired fields.

Create a New field/Update Field

To update a field, click the Update button next to the field you want to edit, either in the Choose fields list or in your form.
To create a new field:
1. click Add new in the Choose fields list to create a field from scratch, or
2. click the Duplicate button next to the field you want to use as the template.
Enter a Title and select the field Type – see the overview below. Choose if you want to allow multiple entries and if you want to validate the entry using a regular expression. Unique name will be filled in automatically after you save the field. If you like, enter a description.

Field type overview

Field type	Agent use description	Extra settings
Text	Enter any text.
Textarea	Enter any text – larger field. Maximum number of characters for textarea is 17M characters.	You can set up how many rows of text the text area will be.
Selectbox	Select a value from a drop down list. If multiple values allowed, they will be in separate fields. Maximum number of characters for selectbox is 128 characters.	Values need to be set up during field creation. Use the up and down arrows to move items or click the Sort button to sort your items by alphabetical order. If you remove or change an item, you will lose access to the value stored in the field in the CRM module.
MultiSelectbox	Select value(s) from a drop down list. All selected values will be in same field.	Values need to be set up during field creation. Use the up and down arrows to move items or click the Sort button to sort your items by alphabetical order. If you remove or change an item, you will lose access to the value stored in the field in the CRM module.
Checkbox	Select value(s) by checking boxes.	Values need to be set up during field creation. Use the up and down arrows to move items or click the Sort button to sort your items by alphabetical order. If you remove or change an item, you will lose access to the value stored in the field in the CRM module.
Radio	Select a single value by checking a radio button.	Values need to be set up during field creation. Use the up and down arrows to move items or click the Sort button to sort your items by alphabetical order. If you remove or change an item, you will lose access to the value stored in the field in the CRM module.
Datetime	Select or enter a date and a time.
Date	Select or enter a date.
Time	Select or enter a time.
Phone	Enter a phone number. This field will only accept numbers.	We recommend for you to set up a regular expression in the Format field to validate that the entered number is in the correct format.
Email	Enter an email address. Only emails in the correct format will be saved.
Address	Enter an address. Click the Address formatting button (house) to search for the address and insert correct formatting. Click the Revert formatting button to go back to your original entry.
Url	Enter a URL. Click the Globe button to open the URL in a new browser tab.