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contactsSmart Lists"Add Contact" Form Upgrade and Customizations

TABLE OF CONTENTS

What is the Add Contact Modal Upgrade and Customization of Contact Form?

The upgraded Add Contact experience replaces the classic pop-up with a modern slide-out and adds admin controls for which fields show up and in what order. By aligning the form with your process and using required fields for must-have data, you reduce errors at the source and standardize intake across your team.

Designed for productivity, the slide-out modal supports standard andcustom fields, drag-and-drop field ordering, field-level Required toggles, Preview, and unsaved-changes protection. Admins define the layout once; all users then enjoy a consistent, responsive create flow with Save and Save & Add Another actions.

Key Benefits of the Add Contact Modal Upgrade & Customization

These benefits focus on speed, data accuracy, and governance—so you capture the right data the first time.

  • Faster entry: Slide-out UI keeps you on the page while creating contacts.
  • Cleaner data: Show only the fields your team actually needs; hide the rest.
  • Higher quality: Make critical fields required (for example, Contact Type) to prevent incomplete records.
  • Works with custom fields: Include contact-level custom fields so your unique data points are captured at creation.
  • Admin control: Admins govern the layout so standards stay consistent while users focus on selling.

Admin Permissions & Access

Limiting layout control to admins protects your data model while allowing end users to focus on selling and support.

  • Who can customize the layout? Admin-level users in the sub-account (via Roles & Permissions).
  • Who can create contacts? Any user with access to the Contacts area can open Add Contact and use the configured form.

Duplicates & Data Quality Tips

Contact intake quality depends on how duplicates are handled. Configure deduplication preferences so new entries behave the way you expect.

  • Configure Settings → Business Profile → Contact Deduplication Preferences to control matching behavior (choose primary/secondary match fields like Email or Phone).
  • CSV imports always check email/phone and merge matches—duplicates cannot be created via CSV.
  • If duplicates slip in from forms or integrations, you can merge up to 10 contacts and choose a master record.

How To Setup the Customization of the Add contact Modal

A short, sequenced setup prevents rework and ensures your team starts in a smooth, consistent state.

Step 1: Open the Add Contact sidebar

In your Sub-Account, Go to Contacts → Smart Lists → + Add Contact to launch the modal.

Step 2: Customize the form (admins)

Click Customize Form → Add/Remove standard and contact-level custom fields; drag to reorder.

Step 3: Set required fields

Turn on Required for any field that must be completed before saving the contact form.

Step 4: Preview & Save

Use Preview to validate, then save the layout for your team.

Step 5: (Optional) Automate next steps via Workflows

Use a Contact Created trigger in a Workflow to send welcomes, assign owners, or tag new contacts automatically.

Accessing the Add Contact Modal

Everyone on your team uses the same entry point to create new contacts, ensuring a consistent, predictable experience.

  1. Go to Contacts → Smart Lists → + Add Contact to launch the slide-out modal.
  2. Complete the required fields, then choose an action:
    • Save to create the contact
    • Save & Add Another for rapid back-to-back entries, or
    • Cancel to exit without saving

Frequently Asked Questions

Q: Who can customize the Add Contact form layout?
Admin-level users in the sub-account (via Roles & Permissions). Regular users use the configured form.

Q: Can I include custom fields on the Add Contact form?
Yes. Any contact-level custom field can be added, reordered, and marked required. Manage fields in Settings → Custom Fields.

Q: How do I prevent duplicate contacts during intake?
Configure Contact Deduplication Preferences (choose email/phone matching). CSV imports auto-merge by email/phone and can’t create duplicates.

Q: 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.

Q: Does “Save & Add Another” keep the previous values?
It creates the contact and reopens a blank form for the next entry. Use workflows to auto-apply tags/owners if you need consistency.

**Q: Do modal-required fields affect CSV imports or API creates?**No. Required rules in the Add Contact modal apply to manual entry only. CSV imports and API requests have their own validations.

**Q: Will users see my layout changes immediately?**Yes for new sessions; existing users may need to refresh the Contacts page to load the latest configuration.

  • [Getting Started - Create New Contact](https://goTWIM  CRMassist.freshdesk.com/support/solutions/articles/155000005055-getting-started-create-new-contact)
  • [How to Use Custom Fields](https://goTWIM  CRMassist.freshdesk.com/support/solutions/articles/48001161579-how-to-use-custom-fields)
  • [Contact Types](https://goTWIM  CRMassist.freshdesk.com/support/solutions/articles/155000001302-contact-types)
  • [Allow Duplicate Contacts (Contact Deduplication Preferences)](https://goTWIM  CRMassist.freshdesk.com/support/solutions/articles/48001181714-allow-duplicate-contacts-contact-deduplication-preferences-)
  • [How to Merge Duplicate Contacts in TWIM CRM](https://goTWIM  CRMassist.freshdesk.com/support/solutions/articles/48001202210-how-to-merge-duplicate-contacts-in-TWIM CRM)
  • [Workflow Trigger - Contact Created](https://goTWIM  CRMassist.freshdesk.com/support/solutions/articles/155000002486-workflow-trigger-contact-created)
  • Contacts – Revamped List View & SmartLists
  • Workflow Action - Create Contact
  • Custom Objects In All Plans + Higher Limit
  • Contacts - Export as CSV Upgrade
  • Workflow Action - Find Contact
  • Workflow Trigger and Action: Google Contact
OverviewAdding Files To Contacts using a Custom Field