New tutorial: Customizing Forms and Fields

We’ve posted a new tutorial on Customizing Forms and Fields. We expect that even the most seasoned Solve expert can pick up some useful tips from this comprehensive overview.

  • Customize the layout of the contact, company and project blog form
  • Add a range of custom fields to all record types, including activities, to support your unique business requirements
  • Setup different field layouts depending on which category tags are selected
  • When to use a custom field vs a category tag