> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Creation dialogs

> Choose the fields shown when creating clients, prospects, contacts, and businesses.

Configure the fields and layout used when anyone in your company creates a client, prospect, contact, or business.

> [!NOTE]
>
> 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.


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