Each CRM item has a form. It consists of fields on the left side and a timeline on the right side. You can enter information about customers into these fields: name, contacts, addresses, etc. The timeline contains the history of communication, created documents, comments of employees, records about changing stages.

We will tell you about CRM item form settings and features. Explore them to customize the form for your business and provide your employees with quick access to important information.

Customize sections

Sections are sets of fields that are grouped by topics. You can use standard fields or create new ones and delete unnecessary ones.

Rename. Click on the pencil next to the section name and enter a new one.

Create. Click Add Section at the bottom of the CRM item form, provide a name for the section and add fields.

Move. Click on the icon to the left of the name and move it.

Delete. If the section is no longer needed, delete it. The fields form this section will be hidden. You can add them to another section later.

Configure fields

All CRM item forms have a standard set of fields. They are called system fields. If a form does not have a suitable system field, you can create a custom field. For example, if a company is engaged in product delivery, you can create fields for address, delivery time and order number.

Standard fields in CRM
Custom fields in CRM

To customize a CRM form for your business, select the required system fields and create custom ones.

Select. Not all system and custom fields are immediately displayed in the CRM form. Some of them may be hidden.

1. Click Select field to view the list.
2. Check the desired ones in the list.
3. Save changes and the field will appear in the form.

Create. If there is no suitable field in the form, create a new one.

1. Click Create field.
2. Select the type, specify the name and check the desired options.
3. Save the field. It will appear in the CRM form.
   Custom fields in CRM

Hide. If you do not need the field temporarily, hide it. You can return the field at any time.

1. Click on the settings icon next.
2. Select Hide.

Move. Click on the icon to the left of the name and move it. This way you can arrange the fields in the desired order or move them to another section.

Make required. Custom and some system fields can be made obligatory. The employee will not be able to save the CRM item form until he/she fills in the field, so he/she will not forget to enter important information.
Required fields in CRM

1. Click the settings icon next to the field.
2. Select Configure.
3. Enable the Required at stage option. You can make the field obligatory on all stages or on specific ones.

Make the field visible to selected users only. You can select employees who can view the information in this field. The field will be hidden from other employees.

1. Click on the settings icon.
2. Select Configure
3. Enable the Make this field visible to selected users only option and select employees.

Delete. If a custom field is no longer needed, delete it. System fields can be hidden.

1. Go to the CRM - Settings - CRM settings - Form and report settings - Custom fields.
2. Open the list of fields for the desired CRM entity.
3. Click on the menu icon and select Delete.

Configure tabs

The form has several tabs that contain additional information. The tabs may differ depending on the CRM item.

You can hide unnecessary tabs and arrange the remaining ones in the desired order.

• To hide the tab, click More - Customize Menu.
• Click the settings icon next to the tab and select Hide.
• To change the tab order, click on the title, hold it down, and move the tab to the desired location.
• Then click More - Finalize Setup.

Select form view

The CRM view determines which fields and sections employees can view. Views can be customized and switched from one to another.

Common form view. The Bitrix24 administrator can customize it so that all employees can view the same set of fields and sections.

1. Click the settings icon - enable Common form view.
2. Configure the form.
3. Enable the Use standard form layout for all users in the settings. After that, all employees will see the form as the administrator configured it.

Enable the Reset form layout option to return the form to its standard view.

Custom view. Each employee can customize the form: create sections, return hidden fields and change their location.

Click Settings - Use custom form layout.

New view. Bitrix24 administrator can customize the CRM form for different departments or employees - display specific fields for them to view and fill in.

CRM item form views

To create a new view, customize the form and click on the Settings icon - New view. Specify a name and select the users or departments that will work with this view.

Change stage

Stages are the steps of working with a client. You can track the sales process from the first contact to the deal completion. Stages are displayed in the CRM kanban and in the item form.
Kanban view in CRM

To change a stage, click on its name at the top of the form. The information about it will appear in the timeline.

Create new item

You can quickly create an item that will include information from another one. For example, you can create a deal from a lead and an invoice from a deal.
Create CRM item from source

Open the CRM item form, click the blue button in the upper right corner and select an item. The information about the created item will be displayed in the timeline and in the Dependencies tab.

Create documents

Open the item on the basis of which you want to create a document. Click the Document button and select the required template. The data from the CRM form will be automatically inserted into the document.

Documents in CRM

Customer contact

You can call a client, send a letter and SMS, invite him/her to a messenger from the CRM form. The communication history will be saved in the timeline.
Invite a customer to chat on Telegram or WhatsApp
Send WhatsApp messages from CRM

Plan an activity to contact a client or to schedule a meeting with a client at the office. You can book a meeting room and invite colleagues. Universal activity in CRM

Related articles:

• Timeline in CRM item form
• Preview emails in CRM item timeline
• Leads overview
• Deals overview
• Contacts overview
• Companies