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You can create several forms that are used to create contacts, e.g. when registering new participants in your programme, new service users or new clients.

• By default, every organisation has an automatically-generated Contact Form called Participant

• You can edit your organisation’s Participant Contact Form and/or create new Contact Forms

Get started with Contact Forms

• Manage your Contact Forms

• Create a Contact Form

• Edit a Contact Form

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Beneficiary Categories are the solution; they allow the charity to create multiple registration forms for each category of beneficiary that they work with.

For Developers

In the Admin panel

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