Freshworks CRM allows you to customize the arrangement and property of your fields on the ADD/EDIT form based on your preferences and business needs.
Let’s dive deep into the key aspects of customizing the arrangement of form fields in Freshworks CRM.
Adding custom fields
You can either mandate a field or make it read-only based on its business context. To ensure it is filled up during record creation, you can choose to list a field in the quick add form. You can also make the field unique to prevent duplicate records from being created.
Creating a group or a sub-group
You can create groups and sub-groups to bucket all relevant fields together for quick access.
This is applicable only for Estate users.
Renaming, reordering and deleting fields
You can rename all fields (including default fields), provide a logical order for listing fields and delete irrelevant fields.
Hiding fields from the form
You can hide fields that are not used by your business from the form.
Renaming, reordering and deleting groups/sub-groups
You can rename all groups (including Basic and Additional Information), reorder based on priority and delete the custom groups that you no longer need.
Note: The Growth plan across all editions supports the ability to add custom fields only. Freshworks CRM supports the other features mentioned in the Pro and Enterprise plans.