Clean, accurate key account data is the foundation of a CRM tool. The CRM tool will offer basic account detail data fields that capture the Account information. There are two cases where the basic field and form structure may not be good enough. The first, lets call over kill, is when the form has extra fields of no value to the user. This can be Status, Type, Industry Group, (business to customer does not need). The extra fields take up space clutter the UI and slow down the user. Not having fields the business needs is the second CRM use case. A good CRM admin section can customize the form by adding desired fields.

Flexible CRM tools, with a strong Admin section, can trim and add fields from input forms. The perfect CRM account form will trim some fields and add others to match the user company business requirement. Below is an Account form. Please note the field details and the CUSTOM area. The customer area will show additional field elements when added. The custom fields can be pick lists, radial buttons, number or text fields, multi-select, date, currency. This admin functionality can make the CRM more user friendly and company business specific.