Add Contact Modal Upgrade and Custom Fields in Sparkforge

The upgraded Add Contact experience in Sparkforge replaces the classic pop-up with a slide-out modal and gives admins control over which fields appear and in what order. Configure the form once, and the whole team gets a consistent, responsive create flow.

Note: Add Contact Modal Upgrade and Customization is currently a Labs feature. If you don’t see it, ask an admin to enable it at Agency settings → Labs.

What’s in the upgrade

• Slide-out modal: Stay on the page while creating contacts.
• Custom field support: Standard and contact-level custom fields can appear on the form.
• Drag-and-drop ordering: Match the form to your team’s workflow.
• Required toggles: Make critical fields mandatory before save.
• Preview and unsaved-changes protection: Validate the layout and avoid lost edits.
• Save and Save & Add Another: Fast back-to-back entry.

Why this matters

• Faster entry: Slide-out keeps you in context while creating.
• Cleaner data: Show only fields the team needs; hide the rest.
• Higher quality: Required fields prevent incomplete records (for example, Contact Type).
• Custom field aware: Capture unique data points at creation, not later.
• Admin governance: Admins set the layout; users focus on selling.

Permissions and access

• Customize the layout: Admin-level users in the sub-account (via Roles & Permissions).
• Create contacts: Any user with access to the Contacts area can use the configured form.

Duplicates and data quality

• Set Settings → Business Profile → Contact Deduplication Preferences to choose primary and secondary match fields like Email or Phone.
• CSV imports always check email and phone and merge matches — duplicates can’t be created via CSV.
• If duplicates slip in from forms or integrations, merge up to 10 contacts and pick a master record.

Set up the custom Add Contact modal

1. Open the sidebar: In your sub-account, go to Contacts → Smart Lists → + Add Contact.
2. Customize the form (admins): Click Customize Form to add or remove standard and custom fields, then drag to reorder.
3. Set required fields: Toggle Required for any field that must be filled before save.
4. Preview and save: Use Preview to validate, then save the layout for the team.
5. Optional automation: Use a Contact Created workflow trigger to send welcomes, assign owners, or tag new contacts.

Creating a contact

Everyone uses the same entry point: Contacts → Smart Lists → + Add Contact. Complete the required fields, then choose:

• Save to create the contact.
• Save & Add Another for rapid back-to-back entries.
• Cancel to exit without saving.

If you try to close the modal with unsaved changes, you’ll get a confirm prompt before losing edits.