I want to add another form when i click to the “+” icon on black line up on the right side.
@Cristiana_Gemignani, if you go to the CRM Settings > General and then scroll down to the bottom, you’ll see a section called “Adding Contacts.” To the right of the “Quick Add Form” you’ll see all your internal forms that you can select to show up as additional forms to be available to you to Quick Add a contact. You can also set one as being the Default.
Once you make your selections, you’re good to go
@Cheryl_Hunt This is one of those things that I don’t do very often, and I always find myself working a little to figure out how to do it again. Thanks!
Glad to help, @Daniel_Johnson_Jr. Not easy to remember things we don’t do very often