1. General Information
The form allows adding or editing clients in the CRM. It consists of three main tabs:
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Customer Details – main information about the company.
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Custom Fields – additional fields, e.g., IBAN.
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Billing & Shipping – addresses for invoicing and shipping.
The form supports autocomplete and multi-selection in certain fields (customer groups, currency, country, etc.).
2. Form Fields
2.1 Customer Details
| Field | Type | Required | Description |
|---|---|---|---|
| Company | Text field | Required | Client company name |
| Phone | Text field | Optional | Contact phone number |
| Website | Text field | Optional | Company website |
| Groups | Multi-select | Optional | Client groups (ADVERTISING, BRANDBOOK, CRM, LOGO, SITE) |
| Currency | Select | Optional | Client currency (system default) |
| Default Language | Select | Optional | Client language (system default) |
| Address | Text field | Optional | Street / house number |
| City | Text field | Optional | City |
| State | Select | Optional | State / region |
| Zip Code | Text field | Optional | Postal code |
| Country | Select | Optional | Client country |
2.2 Custom Fields
| Field | Type | Description |
|---|---|---|
| IBAN | Text field | International Bank Account Number (IBAN) of the client |
2.3 Billing & Shipping
Billing Address
| Field | Type | Description |
|---|---|---|
| Same as Customer Info | Checkbox | If checked, automatically copies data from Customer Details |
| Street | Text field | Street, house number |
| City | Text field | City |
| State | Text field / Select | State / region |
| Zip Code | Text field | Postal code |
| Country | Select | Country |
Shipping Address
| Field | Type | Description |
|---|---|---|
| Copy Billing Address | Checkbox | If checked, copies data from Billing Address |
| Street | Text field | Street, house number |
| City | Text field | City |
| State | Text field / Select | State / region |
| Zip Code | Text field | Postal code |
| Country | Select | Country |
3. Additional Features
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Address autocomplete – checkboxes allow automatically copying data from other parts of the form.
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Multi-select groups – multiple groups can be selected for the client.
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Currency and language – support for system defaults or custom values for the client.
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Validation – the Company field is required; other fields can be left empty.
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