Add Contact Form — Upgrade and Customization
The Add Contact form has been redesigned from a basic pop-up into a full slide-out modal with admin controls for which fields appear and in what order. Admins configure the layout once; every user on the team then follows the same consistent intake flow.
The form supports standard fields, contact-level custom fields, drag-and-drop field ordering, field-level Required toggles, a Preview mode, and unsaved-changes protection.
What changed
Section titled “What changed”| Feature | Before | Now |
|---|---|---|
| UI format | Small pop-up dialog | Slide-out panel — stays on the page |
| Field selection | Fixed default fields | Admins can add, remove, and reorder fields |
| Required fields | Not configurable | Per-field Required toggle |
| Saving options | Save only | Save and Save & Add Another |
| Admin controls | None | Full layout governance via Roles & Permissions |
Who can do what
Section titled “Who can do what”- Admins (via Roles & Permissions) can customize the form layout — add/remove fields, reorder, set required fields, and preview.
- All users with Contacts access can open the Add Contact form and create contacts using the configured layout.
Limiting layout control to admins keeps your data model consistent while letting the broader team focus on their work.
Accessing the Add Contact form
Section titled “Accessing the Add Contact form”
Go to Contacts → Smart Lists → + Add Contact to launch the slide-out modal. Complete the fields, then choose one of three actions:
- Save — creates the contact and closes the form.
- Save & Add Another — creates the contact and reopens a blank form for the next entry. Useful for batch intake sessions.
- Cancel — closes without saving.
If you try to close the modal while there are unsaved changes, a confirmation prompt appears before discarding your work.
Customizing the form layout (admins)
Section titled “Customizing the form layout (admins)”A short setup prevents rework and ensures your team starts with a consistent, complete experience.
Step 1: Open the Add Contact sidebar Go to Contacts → Smart Lists → + Add Contact to launch the modal.
Step 2: Customize the form Click Customize Form. Add or remove standard and contact-level custom fields. Drag fields into the order that best matches your intake process — put the most important fields near the top.
Step 3: Set required fields Toggle Required on for any field that must be completed before saving. For example, marking Contact Type as required prevents incomplete records from entering your CRM.
Step 4: Preview and save Click Preview to see exactly what your team will see. When the layout looks right, save it. The saved layout applies immediately for all users in the account.
Step 5 (optional): Automate next steps Use a Contact Created trigger in a Workflow to send welcome messages, assign contact owners, apply tags, or start nurture sequences automatically when a new contact is saved.
Actions menu update
Section titled “Actions menu update”The Manage Smart Lists and Restore options have moved from the Contacts page header into the actions menu beside the Add Contact button.
To access them: go to Contacts → Smart Lists, click the three-dot (⋮) menu beside Add Contact, and select Manage Smart Lists or Restore.
Data quality and deduplication
Section titled “Data quality and deduplication”Required fields enforce completeness at entry. For duplicate prevention, configure Settings → Business Profile → Contact Deduplication Preferences to choose whether email, phone, or both are used as match keys.
- CSV imports always check email and phone and merge matches automatically — duplicates cannot be created via CSV.
- Modal required-field rules apply to manual entry only; CSV imports and API requests have their own validations.
- If duplicates exist from other sources, you can merge up to 10 contacts and choose the master record.
Frequently asked questions
Section titled “Frequently asked questions”Who can customize the Add Contact form layout? Admin-level users via Roles & Permissions. Regular users interact with the form but cannot change its layout.
Can custom fields be included? Yes. Any contact-level custom field can be added, reordered, and marked required. Manage fields in Settings → Custom Fields.
Does “Save & Add Another” carry forward values from the previous entry? No. It creates the contact and reopens a blank form. Use a workflow with a Contact Created trigger to auto-apply tags or assign owners for consistency across entries.
Do modal required fields affect CSV imports or API creates? No. Required rules in the Add Contact modal apply to manual entry only.
What automations pair well with this? Start with a Contact Created workflow to assign owners, tag by source, and send welcomes. Use Create Contact and Update Contact Field actions as needed for more complex intake routing.