Contact forms are an essential component for recording and storing customer data. With the new feature, you can customize both external and internal contact forms. 

Below we explain step by step how you can edit the internal and external contact form.

External contact form = contact form on the digital business card profile to capture a contact

Internal contact form = form which is displayed when you click on a contact in Lemontaps and which appears in the business card scanner and when manually creating a contact

1. Internal contact form

The internal contact form is the foundation. This is where you save the data and configure new fields, which are then visible in the external form. You can simply drag and drop fields from the “Do not display column” to the “Display column”.

Create new fields

In the internal form, you can create new fields such as text fields, text areas (for longer texts), drop-down menus, checkboxes and radio buttons. These user-defined fields (custom fields) are flexibly customizable and are marked as “user-defined” in the form.

Note: Custom fields are currently only displayed in the internal contact form, but not in the standard view of the contact overview.

Mandatory fields and restrictions

Certain fields, such as the profile picture, are predefined and cannot be deleted or edited or can only be edited (e.g. notes). You can translate the fields in the languages that you have set in the translation feature under supported languages.

Field for business card scanner

Fields marked as “Scannable” are the fields that the business card scanner can recognize. These fields can be edited, but not deleted (e.g. first name, surname, position...).

Do not display the GDPR notice

You can deactivate the notice so that it is no longer displayed when scanning business cards or filling out the form. This simplifies the process in special cases where the GDPR notice is not required. (GDPR field for “do not display”).

Data management

All fields created in the internal form are linked to the corresponding data and saved. If you delete a field, all associated data will also be irrevocably deleted. If you only hide a field, the data remains saved in the background and can be displayed again if the field is shown again.

2. External contact form

The external contact form is what your customers or users see and fill out. Fields from the internal form can be transferred and displayed here. 

Add fields

All fields that you have created in the internal form can be transferred to the external form using drag and drop. It is important to note that fields can only appear in the external form if they were previously created in the internal form. Here you can also choose whether the field should be a mandatory field.

Live preview and test options

Before you publish the changes, you have the option of viewing the form (internal and external) in a live preview. Here you can see in real time how the form will look for the user.

The new contact form feature offers flexible options for customizing both internal and external forms. With the clear separation of internal and external forms and the ability to add custom fields, you can customize the customer data entry process.