# Adding contact details

## Configuring contact details forms

Nexudus gives you control over which customer details are requested, and you can set these to be required or optional. To configure this you must:

1. [Define which personal details are collected from customers](/platform/settings/website/adding-contact-details.md).
2. [Specify which contact details are requested](/platform/settings/website/adding-contact-details.md) on your [sign-up form](/platform/day-to-day/sales-and-crm/sign-up-form-customization.md).
3. Configure the [Your profile section](/platform/website/about-the-member-area/your-account.md) of your space website to determine which details are requested.

{% hint style="info" %}
Customers provide their contact details when they sign up, or by editing their profile. However, you can also [add contact details for a customer in the dashboard](/platform/day-to-day/operations/members-and-contacts/editing-a-contact.md), for example when a customer comes in to reception and provides these details.
{% endhint %}

### To configure which personal details are collected from customers

1. If the side menu is not visible, click <img src="/files/-Li8D5GrhOIcbhMDzQw8" alt="" data-size="line"> .
2. In the side menu, click [**Settings**](https://platform.nexudus.com/settings).
3. In the **Features** section, click **Website**.
4. From the list of tabs, click **Forms**.
5. For each of the **Photo, Phone, Mobile** and **Gender** options, select one of the following:
   * **OPTIONAL**
   * **REQUIRED**
   * **HIDDEN**
6. Click **Save changes**.

{% hint style="info" %}
If you have linked your account with Google reCAPTCHA, you can use this feature to make your form more secure. Learn how to configure reCAPTCHA [here](broken://pages/-LcktMnb-xhcq0tQMlGh).
{% endhint %}

![Personal form settings](/files/-LiSm68NkmF1eNgGX8UG)

### To configure which personal details are collected in your contact details forms

1. If the side menu is not visible, click <img src="/files/-Li8D5GrhOIcbhMDzQw8" alt="" data-size="line"> .
2. In the side menu, click [**Settings**](https://platform.nexudus.com/settings)
3. In the **Features** section, click **Website**.
4. From the list of tabs, click **Forms**.
5. In the **Contact details forms** section, set the following options to **YES**:
   * **Show contact details section in sign-up and profile forms**
   * **Show billing details section in sign-up and profile forms**
6. Select one of the following for each contact detail field:
   * **OPTIONAL**
   * **REQUIRED**
   * **HIDDEN** See the table below for a list of available details
7. Click **Save changes**.

![Settings for contact details](/files/-LiSm9sdt8Yrw16sfdrn)

| Personal Detail          | Description                                                                                                                  |
| ------------------------ | ---------------------------------------------------------------------------------------------------------------------------- |
| **Address**              | The address that the member or contact provide when they sign up (excluding the town/city, state/province and zip/postcode). |
| **Town/City**            | The customer's town or city                                                                                                  |
| **State/Province**       | The customer's state or province                                                                                             |
| **Zip/Postcode**         | The customer's zip or postcode                                                                                               |
| **Country**              | The customer's country                                                                                                       |
| **Company/Billing name** | The customer's company or organisation name.                                                                                 |
| **Tax ID number**        | The customer's tax information                                                                                               |
| **Website**              | The URL address of the customer's company website.                                                                           |

### To configure which personal details are collected in profile details forms

1. If the side menu is not visible, click <img src="/files/-Li8D5GrhOIcbhMDzQw8" alt="" data-size="line"> .
2. In the side menu, click [**Settings**](https://platform.nexudus.com/settings).
3. In the **Features** section, click **Website**.
4. From the list of tabs, click **Forms**.
5. In the **Profile details forms** section, set **Show profile form in sign-up form** to **YES**.
6. Select one of the following for a given contact detail:
   * **OPTIONAL**
   * **REQUIRED**
   * **HIDDEN** See the table below for a list of available details
7. Click **Save changes**.

![Profile form settings](/files/-LiSmFQTXGIX4cyEgB7f)

| Personal Detail            | Description                                                                                                                                                                                                      |
| -------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Company name**           | The customer's company name.                                                                                                                                                                                     |
| **Industry/Business area** | The customer's business sector, for example, consultancy, graphic design, or web development                                                                                                                     |
| **Position/Role**          | The customer's  job title                                                                                                                                                                                        |
| **Bio/Profile summary**    | A short biography that is displayed on the customer's profile when public.                                                                                                                                       |
| **Skills/Profile tags**    | The customer's skills can be included as tags in this field (CSS, HTML, Accounting, Web design, etc.). They are displayed in the [directory](/platform/website/website-directory.md) when the profile is public. |

### Adding contact details for a customer in the dashboard

When you have configured the forms to your preferred settings, members and contacts can use them to add their contact details. You can also add a customer's personal details using the dashboard.

![Customer account settings](/files/-LiSmVCaMhU_Y_RsZvv6)

| Number | Description                                       |
| ------ | ------------------------------------------------- |
| 1      | Click **Operations**, then **Members & Contacts** |
| 2      | Click the **Account** tab                         |

#### To add contact details in the [dashboard](https://platform.nexudus.com/dashboard)

1. If the side menu is not visible, click <img src="/files/-Li8D5GrhOIcbhMDzQw8" alt="" data-size="line"> .
2. In the side menu, click [**Operations**](https://platform.nexudus.com/operations).
3. In the **Customers** section, click [**Members & Contacts**](https://platform.nexudus.com/operations/customers).
4. Click the profile you want to update.
5. Click **Account**. By default, the **Account** sub-tab is displayed.
6. In the **Contact address** section, type the optional or required contact details. These will vary according to which ones you enabled when you [configured your site](/platform/settings/website/adding-contact-details.md#configuring-contact-details-forms).
7. If you are collecting separate billing address details, type them in the **Billing address** section.
8. Click **Save changes**.


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