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Manage Form Appearance

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Bytimothy A
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Overview: 

Managing form appearance allows you to customize the visual design and layout of your form, including colors, styles, and field arrangement. This helps ensure the form aligns with your branding and provides a clear and user-friendly experience.

Follow these steps to manage form appearance: 

Step 1: On your dashboard, click the user dropdown menu in the top-right corner.
Step 1: On your dashboard, click the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click Settings to navigate to the Settings page.

Step 2: From the dropdown menu, click Settings to navigate to the Settings page.

Step 3: You will then be taken to the Settings page. Click on Customer Form Builder to continue.

Step 3: You will then be taken to the Settings page. Click on Customer Form Builder to continue.

Step 4: You will be taken to the Customer Form Builder section.

Step 4: You will be taken to the Customer Form Builder section.

Step 5: Scroll down to see options for managing the appearance of the form. You can edit the Card View.

Step 5: Scroll down to see options for managing the appearance of the form. You can edit the Card View.

Step 6: Click the Edit button to customize the Card View. An option will appear where you can check or uncheck fields to include in the Card View.

Step 6: Click the Edit button to customize the Card View. An option will appear where you can check or uncheck fields to include in the Card View.

Step 7: Below, you can change the appearance of the Message List View.

Step 7: Below, you can change the appearance of the Message List View.

Step 8: Click on the edit button to customize the Message List View. An option will appear where you can check or uncheck fields to include in the Message List View.

Step 8: Click on the edit button to customize the Message List View. An option will appear where you can check or uncheck fields to include in the Message List View.

Step 9: Below that, you can change the order of the fields.

Step 9: Below that, you can change the order of the fields.

Step 10: Click the Edit button, and a new pop-up will appear. You can customize your contact information on the left side and view the preview on the right side.

Step 10: Click the Edit button, and a new pop-up will appear. You can customize your contact information on the left side and view the preview on the right side.

Step 11: Lastly, you can toggle on or off to highlight untouched customers in the CRM. The highlight will appear in messages, customer details, notes, tasks, and other sections.

Step 11: Lastly, you can toggle on or off to highlight untouched customers in the CRM. The highlight will appear in messages, customer details, notes, tasks, and other sections.

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