Do I need separate fields for contact names in a Form with a Create CRM Client Action? : Formitize Help Desk

How can we help you today?

Do I need separate fields for contact names in a Form with a Create CRM Client Action? Print

Modified on: Wed, 9 Oct, 2024 at 12:52 PM

Yes, if there is a form that is set up to create a new contact, then the layout must be similar to the information requested when you are manually creating a new client / contact via the Contacts section.

This means that you need to have a field for Given Name, and a field for Surname.

Can new Contacts be created via a form / webform?

Did you find it helpful? Yes No

How can we help you today?

Do I need separate fields for contact names in a Form with a Create CRM Client Action? Print

Related Articles