Configure the customer name format in the CRM form. It will help to distinguish customers with similar data and speeds up the search for the required form.
By default, the name is displayed in the First Name Last Name format.
In this article:
Set the contact name format
- Go to the CRM section > More > Settings > CRM Settings.
- Select Other > Other settings.
- Click on the Format tab and choose the appropriate option in the Customer name format field.
The selected format will be applied to all CRM items.
Configure the field
Make a field optionalNot all fields in the contact form can be required.
- Open the contact form and click on the Settings (⚙️) icon > Configure.
- Disable the Required option and click Save.
Hide field
You can hide a field if you don't use it in the contact form.
Open the contact form, click on the Settings (⚙️) icon and select Hide.
The field will be hidden from all contact forms. You can recover it at any time:
- Click Select Field.
- Select the field you want to display in the form.
In brief:
- Configure the format to display a contact name in the CRM form. It will help to distinguish customers with similar data and speeds up the search for the required form.
- By default, the name is displayed in the First Name Last Name format.
- To set the name format, go to CRM > More > Settings > CRM Settings > Other > Other settings > Format.
- Hide unnecessary fields or make them optional in the contact form.