Building a long form one field at a time can eat up more time than it should. If you use your CRM to collect customer details, booking information, or lead qualification answers, this updated field picker makes it much easier to add several fields at once, keep them organized, and build forms faster.

📌 Why This Matters

When you are creating forms, surveys, or quizzes for your business, speed and accuracy matter. Adding fields one by one increases the chance of missed questions, messy layouts, and wasted setup time. With a better way to browse, search, and insert fields in batches, you can create cleaner customer-facing forms with less effort.

✨ What’s New

• Select multiple fields at once: Use checkboxes to choose several fields together instead of adding them one by one.
• Add fields in bulk: Insert all selected fields with one click, or drag them onto the canvas as a group.
• Browse by record type: View fields by category such as contact details, deal information, business details, or custom records so you can find the right fields faster.
• Search by field name: Quickly locate the exact field you need without scrolling through a long list.
• Keep field order intact: Selected fields are added in the same order they appear in the sidebar.
• Smarter placement: Fields are inserted right after the item you currently have selected, instead of always dropping at the end.
• Clearer field names: Hover over shortened names to view the full field name or key.
• Reliable selection behavior: Your selections stay in place while you search or scroll, making it easier to build larger sections without starting over.

🛠️ How to Use It

1. Step 1: Open any form, survey, or quiz inside your CRM builder.
2. Step 2: Go to the object fields tab in the left sidebar.
3. Step 3: Choose the type of fields you want to work with, such as contact, opportunity, business, or a custom object.
4. Step 4: Search for a field by name or browse through folders to find what you need.
5. Step 5: Check the boxes next to each field you want to add.

1. Step 6: Click the add fields button to insert them all at once, or drag one selected field and bring the whole group onto the canvas.
2. Step 7: Review the placement of the fields. They will appear after your currently selected item, or at the end if nothing is selected.

📌 Helpful Details

• Selections remain visible: You can scroll and search without losing the fields you already selected.
• Switching record types resets selection: This helps avoid adding the wrong fields by mistake.
• Range selection is easier: Shift-click helps you select several fields quickly while avoiding fields already placed on the form.
• Works consistently across builders: The same actions are available in forms, surveys, and quizzes.
• Existing items stay unchanged: Your saved forms and layouts continue to work as expected.

💡 Pro Tip

If your form setup is faster and cleaner, you can launch lead capture, quote requests, and customer intake pages sooner, which means fewer delays in turning interest into revenue.