How It Works

You can now personalize how new contacts are added inside Gold Star Pro with the all-new customizable Add Contact Form.
Whether you’re capturing leads, onboarding clients, or managing internal workflows, this update gives you total control over what fields appear — and how they’re arranged.

Instead of being locked into a single default layout, you can now add, remove, or reorder fields to fit your process.
Mandatory fields can be marked as required to ensure key data is always captured, and both standard and custom fields are supported.

How to Customize

1. Go to Labs → Add Contact Form (Upgrade to Customization) and enable the feature.

2. Head to Settings → Objects → Contacts → Customize fields for Add Contact (admin access required).

3. Click Manage Fields to add, remove, or reorder items in your form.

4. Mark important fields as required or delete any that you don’t need.

5. Save your changes and preview your new setup.

   

The Add Contact form now opens in a streamlined sidebar for faster entry and a cleaner look — making it easier than ever to add contacts from desktop or mobile.

Why This Matters

Adding a new contact might seem like a small task, but it happens countless times each day — and every extra click adds up.
This update speeds up your workflow, reduces clutter, and keeps your data clean and consistent across your entire team.

By tailoring the Add Contact Form to your specific needs, you’ll save time and eliminate the friction of irrelevant fields.
It’s flexibility and efficiency, all in one upgrade.

Use Cases

• Client Onboarding: Capture only the details you actually use.
• Lead Management: Standardize the data your sales team collects.
• Team Collaboration: Make form layouts match your internal processes for consistency.

The new customizable Add Contact Form is built to adapt to your workflow — not the other way around.