You can add an existing field to a Custom Form
Info |
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You must be an Organisation Admin to add a field to a Custom Form |
Steps
Select More in the top menu
Select Control Panel
Scroll down and select Custom Forms for Contacts
You arrive on the Manage Custom Forms page
Press the Manage Fields button to edit the fields of an existing form or press the Create Custom Form button to create a field within a new form
We’ll assume you selected Manage Fields
Use the Fields Search Bar to see if the field you want to use already exists in your library
Press the Add button next to the field you want to add to the form
The field appears on the right side
Use the Up/Down arrows to reposition the field on the form
That’s it. You don’t need to press save. The form is updated automatically.