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Guidelines for Customers: Share your ideas, and together, let's co-design the next big thing in Formitize.<ol><li>Review First: Please check existing suggestions before adding a new one; your idea might already be listed.</li><li>Contribute Clearly: If your idea isn't listed, feel free to add it with a clear, concise description.</li><li>Vote: Help prioritise development by upvoting the features most important to you.</li></ol>Quick Access to Ideas by Module:Explore ideas or submit your own by selecting a module: <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9022a45d694dae526276f">Resources</a>, <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9023b45d694dae5262b04">Forms</a>, <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9021045d694dae5262241">CRM</a>, <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9021a45d694dae5262441">Accounts</a>, <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9024e45d694dae5263374">Sales Pipeline</a>, <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9025345d694dae52636f1">Tasks</a>, <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64f9020a45d694dae5262072,65123f6121058ed04ceb862e">Jobs</a>, and <a target="_new" rel="noopener noreferrer nofollow" class="text-indigo-500 dark:text-indigo-300 cursor-pointer" href="https://formitize.featurebase.app/?t=64e6ee2189746e7cf75cf943,64e6ee3989746e7cf75d075a,64f9021545d694dae526233f,64f9036a45d694dae526858f,651b452e88d788a78c651f4c">Other</a>.

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It would be very useful to customize your tab view and layout in the CRM file. That way you would be seeing the most relevant info for each user.

Customise CRM Tab view

Admin

Formitize

Customise CRM Tab view

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