Prerequisites

In order to open the Customiser within the CRM, open the record you wish to change the layout of and click the further options menu. Below is an example of this on a Contact.

By choosing the Customise option, the Contact will be shown within an edit view, displaying all of the fields on the current Contact within their relevant groups. E.g. the contact name and phone number is displayed within the Details group.

Selecting the 'New Contact' option along the left-hand menu will open the page to customise the creation menu.

You can now customise the page as you would with the main CRM interface. You can remove, add, configure and move fields on the creation menu.

Any fields already set to required within the CRM layout will automatically be placed on the creation menu. Other fields such as Parent aren't configurable and can only be moved as these are core fields that must remain on the creation window.

To remove a field from the record creation menu, click on the spanner icon next to the field you wish to remove. This will then open an additional configure window, where you can select the 'Delete' option to remove the field.

From the additional configure window, you can also set the field as Required and if it's a Custom Field, you can set extra options such as a Default Value as normal.

Please note: Some fields are still required by default and can't be deleted from the creation menu. This is indicated by the 'Delete' button being slightly transparent and the 'Required' flag being set to required.