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Configure the fields and layout used when anyone in your company creates a client, prospect, contact, or business.
You need Manage company settings permission.
1

Go to creation dialogs

Go to Settings → Data customizations → Creation dialogs.
2

Choose the record type

Select Clients, Prospects, Contacts, or Businesses.
3

Choose and arrange fields

Select built-in fields and custom fields. Drag fields in the preview into order or rows, and drag their edges to resize them. First and last name, or the business name, must stay in the layout. When creating a client, prospect, or contact, enter a first name or email; last name is optional. Businesses require a name.
4

Save the layout

Click Save changes. Restore defaults resets the selected record type’s layout before saving.
New creation dialogs use the saved company layout.