How to Edit or Delete a Custom Form

Change an existing custom form's fields, or remove a form you no longer need.

Before you start

The Manage CRM Settings right.

Steps

Edit a form

1. Go to Settings → Client Relations Manager → Custom Forms.
2. Click the Edit icon on the form.
3. Make your changes in the same stack/field builder used to create it — see How to Set Up a Custom Form for the field types and validation rules.
4. Click Save Form.

Delete a form

1. Click the Delete icon on the form.
2. Confirm: "Are you sure you want to delete the form '{title}'? This action cannot be undone." This is a permanent, hard delete — unlike Markets, there's no archive option here.

What you'll see

Edits to a form's fields apply the next time it's used. Deleting a form removes it from the Custom Forms list permanently.