> For the complete documentation index, see [llms.txt](https://legacydocs.nexudus.com/platform/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://legacydocs.nexudus.com/platform/day-to-day/sales-and-crm/sign-up-form-customization.md).

# Sign up Form Customization

The sign up form for customers has many options you can can customize.

You can customise the sign-up form that new customers use to register as [members or contacts](/platform/day-to-day/operations/members-and-contacts.md). Nexudus allows you to **add custom fields to the default form** or **customise the template that is used to generate your default form.**

{% hint style="info" %}
We recommend contacting Nexudus support when you want to customise the default sign-up form.
{% endhint %}

### Adding custom fields to the default form

You can create additional fields for the default sign up form. You also can display custom fields on the directory or the member or contact's profile. You can use custom fields to filter the directory.

#### To add a custom field

![Links for custom fields](https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-LiNZXPH8RQZ8m0ACvS4%2F-LiNZ_NP0gWm6DV_2bTe%2Fcustom_fields.png?alt=media\&token=94975af9-a517-4945-91e5-e7ddc3e33989)

1. If the side menu is not visible, click <img src="https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-Li8CzI_wW9MFOVR8udd%2F-Li8D5GrhOIcbhMDzQw8%2Fhamburguer.svg?alt=media&amp;token=26002cf1-c214-48d7-87a2-3c4f5cd394f4" alt="" data-size="line"> .
2. In the side menu, click **CRM**.
3. Under **Shortcuts** in the **Opportunities** section, click **Custom Fields**.
4. Click **Add custom field**.
5. In the **Name** textbox, type the name for your field.
6. From the **Location** drop-down list, select a space if you manage more than one.
7. In the **Display order** textbox, type a number to assign a position on the form for your field (for example 2 if you want it to be the second field on the form).
8. From the **Record type** drop-down list, select who can view the field.
9. From the **Field type** drop-down list, select the type of your new custom field. Refer to the table below for an explanation of these types.
10. From the **Place field in tab** drop-down list, select a tab where you want to add the field to.
11. **Optional**: Set **Allow multiple selection** to **YES.**
12. Click **Save**.

![Adding a new custom field](https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-LiNZXPH8RQZ8m0ACvS4%2F-LiN_hS1Ib8mCF2081lm%2Fnew_custom_field.png?alt=media\&token=1831543a-7ee2-473d-a525-52008421c2c7)

| Type of field         | What customers can do                                                                                                                    |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------- |
| Text (single line)    | Enter one line of text.                                                                                                                  |
| Text (multiple lines) | Enter multiple lines of text.                                                                                                            |
| Yes/No                | Answer a Yes/No question                                                                                                                 |
| Options menu          | Select one or more options. If you want to make it possible to select more than one option, set **Allow multiple selection** to **YES**. |
| Date                  | Select a date in a calendar.                                                                                                             |
| Number (integer)      | Enter a whole, positive number, for example 8.                                                                                           |
| Number (decimal)      | Enter a number, with decimal points allowed, for example 3.5.                                                                            |

### Displaying custom fields

You can choose where to display your custom fields.

#### To display custom fields in the profile, sign-up or take a tour forms

* Set **Required** to **YES** if you want to make your custom field required to fill in.
* Set **Display in sign up for** to **YES** to display the field in a the sign-up form for new customers.
* Set **Display in profile form** to **YES** to display the field in the private section of the member or contact's profile.
* Set **Display in tour form** to **YES** to display the field in the **Take a Tour** form on the space website.
* In the **Group name** textbox, type a name to add a group that allows creating a section with multiple custom fields.

#### To display custom fields in the directory

* Set **Display in public profile** to **YES** to display the field on the member or contact's public profile.
* Set **Display in directory search** to **YES** to allow customers to filter the directory search by the information included in the field.
* In the **Name in directory search** textbox, type a new name for the field to be displayed in the directory search results.

### To edit your sign-up form template

{% hint style="info" %}
With this feature, you can edit the raw HTML, CSS and JavaScript of your sign-up form, and every other page in your site. Please use it carefully!
{% endhint %}

1. If the side menu is not visible, click <img src="https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-Li8CzI_wW9MFOVR8udd%2F-Li8D5GrhOIcbhMDzQw8%2Fhamburguer.svg?alt=media&amp;token=26002cf1-c214-48d7-87a2-3c4f5cd394f4" alt="" data-size="line"> .
2. In the side menu, click **Settings**.
3. In the **Features** section, click **Website**.
4. Click **Templates**.
5. Click **Open template files**.
6. If you manage more than one space, select the appropriate space from the drop-down list.
7. **Optional**: If you want to have additional versions of your space's website templates, create and select a version from the drop-down list.
8. Click **Common files**.
9. Click **signup.htm**.

![Accessing template files](https://3743897482-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lbh_u87wC7EAH8sHaxc%2F-LiNdv5I8GkDZ43xdxqG%2F-LiNdxyvt5jGcYD9ZWEK%2Fsettings_templates.png?alt=media\&token=3f6dde69-3477-43dc-bcc7-6b18ff87d09f)
