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Steps

1. Select My Apps in the top menu

2. Scroll to the right and select Contact Forms

3. You arrive on the Manage Contact Forms page

4. Click the New Contact Form button

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5. Name your Contact Form

6. Start by choosing the type(s) of Contact that this form is for should be used to create (there are four types: Person, Organisation, Animal, Object)

   

7. On the Make New The right section called Your Contact Form page, the left column displays the Available Fields that you can add to your form

8. The right column called Your Contact Form displays the default fields that the system adds to your Contact Form automatically as well as any custom fields that you have added from the Available Fields column on the left

9. You can reorder the fields you have added to your Contact Form by using displays the fields that are already in your Contact Form. (Every Contact Form has a set of default fields which are added automatically. Those that you can remove have an X symbol next to them.)

10. You can add existing fields to your Contact Form and/or create new fields to add to the Contact Form.

11. To add existing fields: Search your library of fields to find fields to add to your form:

    1. Use the Search bar in the Find a field section to look for a specific field.

       1. Do not press Enter; instead simply type the field into the search bar and wait for the search results to appear.

       2. Press the green tick symbol to add the field to your Contact Form

    2. Use the Field Filters to filter the type(s) of fields that appear in the search results

12. To create new fields: Click the Add new field button

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    1. The New Field popup launches

    2. Select the type of field you want to create

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       Add the information

    4. Select an Owner Type - choose Organisation

    5. Set Privacy as Organisation Leaders & Editors

    6. Press Save

    7. The popup closes and the field is added to the bottom of the Contact Form

13. Reorder the fields in the Contact Form: use the up/down arrows next to each field

14. Once finished, press Save

Create/Edit Beneficiary Category page

How It Works: https://www.loom.com/share/9e619802a1444155884a2ad3ae34aa1b?sharedAppSource=personal_library

• Example url: https://www.makerble.com/charities/304/beneficiary_categories/new 

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2. Set fields as Mandatory or Optional: each field has a Mandatory checkbox below it in the Your Contact Form section. Click the Mandatory checkbox to make that field mandatory.

3. Change the number of Allowed Answer Choices for List fields in the Contact Form: i.e. decide whether they are set to Single Choice, Limited multiple choice or Unlimited multiple choice. (See these separate steps)

4. Scroll to the bottom and press Save

5. You arrive on the Manage Contact Forms page.

Types of field you can include in a Contact Form

• Attachments

• Date fields

• Time fields

• Section dividersExtended Table fields: these allow you to populate a table while creating or editing a contact’s Bio

• List fields (Ratio Sets)

• Text box fields

• Numerical fieldsExtended

• Table Text box fields

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• Time fields

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• Use the Up/Down toggles that appear next to a field to move it up and down

• Section dividers