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How to Add and Manage Custom Form Fields

Use Custom Fields to help design your Contact Form(s).

Once you have added a Field, it can be easily edited and managed all within Form Management in LRM.

Required Knowledge: Sales+

Required LRM Access: Owner

1

Navigate to LRM > Settings > Configuration > Form Management

2

Custom Fields

Under the Custom Fields Tab you can:

  • Add Custom Fields
  • Search Fields
    • Active Fields only
    • Inactive Fields only
    • Both Active and Inactive
  • Choose to show Form Types:
    • Application
    • Contact
  • Manage Fields
    • Use Toggle to set to Active or Inactive

3

Add Custom Field

 1. To add a Custom Field, on the top right corner, Click Add Custom Field

 2. Select a Form Type

  • Application or Contact

3. Select a Field Type

  • Date
  • Single-line Text
  • Multi-line Text
  • Decimal
  • Integer
  • Dropdown (Single Select)
  • Dropdown (Multi Select)
  • Yes or No

NOTE: Depending on the Field Type selected, you may have to add extra Field Type details. Options for the extra required type details will appear as you make your selection. Update/Enter details as required. i.e. A Single-Line Text Field will require you to also enter the Field Length.

 4. Enter a Field Name

5. By default, the newly created Field is set as Active. Use the Toggle to set as Inactive if required

6. Click Save

NOTES:

  • Contact Form fields are customisable
  • Drag and Drop Contact Form fields to change position

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