Settings

Adapt Formline to you

In the settings you shape the system to your processes — without developers. Formline bends around your business, not the other way round.

What you configure

• Custom fields for contacts and deals.
• Contact statuses — the stages of your relationships.
• Contact sources — where contacts come from.
• Task statuses — the stages of your to-dos.
• Email accounts (SMTP) for sending from the system.
• Functions shown or hidden (feature switches).

Growing with you

When your process changes, you adjust the settings — a new status, a new source, a new field are done in minutes. So the system stays fitting over the years instead of drifting away from your reality over time.