All Collections
Using Nutshell
Using Companies, People, and Leads
Customize your ‘Add new’ dialog for companies, people, and leads
Customize your ‘Add new’ dialog for companies, people, and leads
Andy Fowler avatar
Written by Andy Fowler
Updated over a week ago

Nutshell's ‘+Add new’ dialogs empower you to collect customer & prospect information in a way that aligns with your business needs. With the ability to customize fields, reorder them, and set required options, you have complete control over your people, companies and leads data collection process.

How to get started

‘+Add new’ dialogs in Nutshell allow admins to customize the creation of people, companies, and leads. Here's a step-by-step guide to help you get started:

Access the create dialog

To begin customizing your people, company, and lead dialogs, click the 'Add New' button within Nutshell.

Admin users will be able to access the 'Customize fields' button in the top right corner of the dialog, allowing for configuration.

Clicking the ‘Customize fields’ button will open the dialog configuration options, enabling you to:

  • Select the fields to be included in the dialog by checking the checkboxes

  • Create or select custom fields to include in the dialog

To create custom fields for people, companies, and leads simply click on the ‘Manage custom fields’ link.

After selecting the desired fields, you can easily rearrange them by clicking the ‘Re-order fields’ tab. However, this excludes the fixed default fields per dialog.

Additionally, you have the option to designate required fields, ensuring that essential information is filled in when creating a person, lead, or company.

Once you've chosen the fields, rearranged them as necessary, and configured any required fields, simply click the 'Save & update' button to save the changes and update the dialog.

Start customizing your dialogs today and unlock the full potential of your Nutshell CRM. Tailor your CRM experience to your unique needs and watch your productivity soar.

If you have any questions or need assistance along the way, Nutshell's dedicated support team is always ready to help. Happy customizing!

Did this answer your question?