Livespace CRM gives you an opportunity to create your own forms and adjusts them to your needs. You can create a form connected to people, companies, deals, products, spaces, tasks and users as you need. The forms can be expanded, grouped, their order can be changed and they can be grouped into sections. Forms are the best solution to gather information about your clients, their needs, and demands.


Types of form fields in Livespace CRM

You can choose from 7 types of forms:

  • Text field – if you want to gather short text information, for example: ‘what client likes to do in their free time’ or ‘strong suits’
  • Large text field – if you need to provide more detailed information about the client
  • Numeric data – if you want to gather some numbers concerning the client, for example: ‘yearly budget for ads’
  • Integer – when you want to accumulate numerical values that can only be expressed in whole numbers, for example, “number of employees”
  • Date – if you need to know the exact date in year-month-day format
  • Date and time – when you want to store date and time information in the year-month-day and hour-minutes format
  • Selection field – very useful if you need to mark the client as ‘meets my requirements’
  • File (Dropbox) – when you want to attach a file with an offer or other documents
  • Options list (single or multi selection) – useful if you want to have a few options to choose from, for example ‘business: food industry, finance, technology’ or ‘client’s brand: small, popular in my country, global’

Adding form fields to CRM

In order to add a new form:

  1. Go to Account settingsscreenshot_1
  2. Choose Forms tab, from the left side menu
  3. Choose a category in which you want to create a new form, for example, People or Deals
  4. You can create a new section in which a new field can be added or choose to Add new field in one of the existing sections
  5. You’ll see a new window pop-up, where you can add your form field. Name your field, choose its type and section where it will be displayed. You can also add a description.
  6. In the Additional section, you can specify additional parameters for the new field. If you switch on Allow the field to take up the entire width of the window, the length of the new field will match the width of the form.
  7. After activating the Set field in a new line option, the new field will be placed in a new form line.
  8. If you mark the field as Highlighted, it will be visible in addition form without the need to expand ithighlighted
  9. Click on Add to save your new field
  10. A new field will be added to a correct section, you’ll see it in forms settingsnewfield
  11. From now on, a new field will be displayed and ready to use in chosen forms and profilespersonform

Editing form fields in CRM

In order to edit form fields in CRM:

  1. Go to Account settingsscreenshot_1
  2. Choose Forms tab, from the left side menu
  3. Choose a category in which you want to create a new form, for example, People or Deals
  4. Click on Edit feature of the field you want to changeeditoptionlist
  5. You can edit your form field here
  6. When you’re done click on Save to save the changes

Grouping of features in the options list field in CRM

If you want to effectively use the options list (single or multiple selections), you can divide features into different groups. It is useful when one feature cannot describe the parameter (for example, the industry of your client).

In order to group features in the options list:

  1. Go to Account settingsscreenshot_1
  2. Choose Forms tab, from the left side menu
  3. Choose a category in which you want to create a new form, for example, People or Deals
  4. Choose Add new field
  5. Choose the type of the field Option list (single or multiple selections).
  6. Name your field and choose the section where it should appear. Then, choose Add group in the upper right corner. screenshot_8
  7. Enter the name of the group and features. After that, drag the features into the desired group. screenshot_9
  8. From now on, a new field will be displayed and ready to use in chosen forms and profilesscreenshot_10

Good to know:

  • Default form fields in Livespace (for example first and last name) are blocked and cannot be removed or changed. Their position is permanent as well.
  • Choosing a type of field is connected to filters, thanks to this feature you can browse through your data faster.