Customer forms can be edited in Administration - Fields and Forms.

When accessing the forms screen by clicking "Customers," you will see options for Companies, Companies Mini, People and People Mini.

Standard forms (Companies and People) are used when creating a new customer via the "New +" button or by pressing "Shift+C" for companies and "Shift+P" for people.

They also define which fields appear on the left side of the customer page.

Mini forms appear when creating a new customer within another entity’s form, such as in deals.

They also define which customer fields appear on the left side of a deal page.

Fields can be added to the form by clicking "Add Field" in the upper right corner of the form. If the desired field does not exist, click "Create Field" to insert a new one.

On the left side, you can select the type of field to be created. The available fields are:

It is important to choose the correct field type during creation, as it cannot be changed later.

The default value determines how the field is pre-filled when opening a form. It does not act as a trigger, so it only appears when the entity is created. It can be configured to pull values from another field – but a value will only be pulled if it is already filled at the time of creation.

The "Required Field" toggle prevents the user from saving the form if the field is not filled.

The "Key Field" toggle prevents the user from saving the form if the field contains a value that is already registered in the system, avoiding duplication.

The "Two-Column Field" toggle increases the field width in the form.

Some fields, such as Phone Numbers, CPF, and CNPJ, come with predefined masks. For example, in the case of a CNPJ, the system validates the number and check digits, preventing the user from submitting incorrect or non-existent IDs. It is not possible to remove a field’s mask or create custom masks.

In predefined option fields, you can enable the "Multiple Selection" toggle, allowing users to select more than one option.

In "Advanced Settings," it is possible to create a formula for the field. Formulas run only within the form and follow JavaScript logic. You can create a simple JavaScript formula, an integrated JSON formula, a conditional formula (simple JavaScript condition, but without coding), or an Excel-like formula. Formulas support dynamic fields; by clicking "Fields" and selecting "JS Codes," you can choose one of the default formulas for auto-filling.

In "Advanced Settings," enabling "Mark as Personal Data" ensures that the field will be completely deleted from our database if the customer is deleted. This helps your company comply with data protection regulations.

In "Advanced Settings" for predefined options, User, Product, and Customer fields, you can limit which items appear in the list based on a created formula.

You can restrict which users can edit a field in "Restricted Editing." It is also possible to lock editing by default for all users. The "Editing Rules" can allow or block editing based on a created formula, similar to list filtering.

If configured to block editing for selected users, Administrators will also be able to edit even if they are not selected.

The same editing restrictions apply to field visibility, allowing conditional hiding of a field within the form. Administrators can manually reveal a hidden field by pressing "Shift+F."

In the form settings, you can add a section by clicking "New Section" and rearrange fields by dragging them. Sections have their own user visibility restrictions.

A well-organized form reduces friction in system usage! Ensure that every field is necessary at the moment and that the editing and creation process is smooth and efficient.