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If you see a grey or blue box around the name of a form rather than being able to see the details of the form, then this article will help you resolve the issue in a couple of minutes.
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Why it happens
Every project now has the ability to control two things:
1. Which Contact Forms can be ADDED to the bio of a contact in that project
2. Which user groups are allowed to EDIT or COMPLETE each Contact Form on the bio of a contact in that project
So if you don’t have permission to edit a contact, the way to fix it is straightforward. A project manager or organisation admin simply needs to (1) ensure that the Contact Forms that aren’t appearing have been added to the project; and (2) ensure that all User Groups have been given permission to complete that Contact Form
How to fix it
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In summary
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These steps are for Project Managers or Organisation Admins |
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