Add new custom fields
You can add new custom fields in CRM>Settings> Start Point > Form & Report Settings > Custom fields (read more in our Training Course) or in the new CRM record creation form with the help of "add field" option:
Please note that with this option you can add only fields of string, date, yes\no, number types. To add fields of list, file or bind to.. types - go to CRM>Settings>Custom fields.
After the field is created you can add it to the form with the "show field" option:
Here is how you can add List type of field:
- e.g. you need to add "region" type of field to the lead - open CRM>Settings>Custom fields>Leads - add field;
- choose field type="list";
- if you need to be able to choose several values in the same field - please enabled "multiple" option
- if you need this field to be mandatory to be filled, please choose "required"
- choose design "list" or "checkbox"
- open List page:
- add field values names
Delete\hide fields in CRM record's details form
Open the CRM record for editing - either from records list - Choose "edit" in the CRM record's actions menu:
or open the record's details page & clcik "edit" option inside:
You will see "hide" icon on the right next to the filed - click on it to hide the field:
Please note that you can always put the hidden fields back with the help of "show" option at the end of record's details page:
In case you would like to completely delete any of the custom fields you have created, go to CRM>Settings>Custom fields.
Save new CRM record creation form preferences for all users
Bitrix24 administrators can save the configured new CRM record creation form for all users. Click More>"save preferences for all users" in the configured CRM record creation form:
You can always “reset settings” there as well.
How to make all CRM record's form fields visible
Tabs (Activity, Stream, History, etc.)
You can configure existing CRM records details page tabs or add new ones with the "form settings" option:
In the Form settings window you can add new tabs (or edit existing ones) and fill the tabs with the existing CRM record’s fields:
You can always switch between custom \ default tabs views:
Please note that tab settings are individual and each user has to configure his\her own form.