Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

E.g. https://www.makerble.com/charities/304/beneficiary_categories 

Info

Contact Forms are also known as

  • Beneficiary Categories

  • Contact Categories

Contact Forms App

This page sits at an organisation level. It shows you the Contact Forms that exist within your Organisation (charity)You can see all the Contact Forms that are used across your organisation by going to the Manage Contact Forms page.

...

What this article covers

Table of Contents
stylenone

How to get there

  1. Select My Apps in the top menu

  2. Scroll across until you see the Contact Forms app

  3. Select that button

  4. You arrive in the Contact Forms app. This page lets you manage your Contact Forms.

Simple view

...

Ways to manage your Contact Forms

See the Contact Type of each Contact Form

On Makerble each of your Contacts will be one of four types:

...

Each Contact Form is associated with one or more types of Contact. This is shown on the Manage Contact Forms page with a tick symbol under each of the different types to show you which Type of Contact is associated with that Contact Form.

...

Field view

...

  • Field view displays a column for each of the fields that appear in your Contact Forms

  • Scroll across the table to see the full set of fields you are using

  • Press the Download button to download this table as a csv file

  • The cog at the end of each row gives you options to

    • Edit a Contact Form

    • Deactivate a Contact Form

Related pages

...

Deactivate and Reactivate a Contact Form

When you deactivate a Contact Form it means that it will not be available to be added to a project

When you reactivate a Contact Form, it means that you can once again start adding it to projects

Deactivating a Contact Form is not the same as removing a Contact Form from a project.

  • Deactivating simply means that you cannot add the Contact Form to any projects from this point onwards.

Additional information available

  • See which Contact Role each Contact Form is associated with

  • See who created and most recently edited the Contact Form; and when that happened

Contact Forms can only be created and edited by colleagues who are Organisation Admins

There are other places you can manage a Contact Form from

On a Contact Form’s profile page

Every Contact Form has its own Contact Form profile page.

You can get there from the Manage Contact Forms page by clicking the name of that Contact Form. Once there you can:

  • See the Fields in the form

  • Control which Projects use the form

  • Add the Contact Form to Signup Pages

  • See how many contacts have been created using the form

...

  • On clicking on the number of projects/sign-up pages, a pop-up will be launched, listing the projects/sign-up pages using the contact form.

    image-20240618-083658.pngImage Added
  • On clicking the number of contacts, a list of the contacts created using the contact form will be listed in a drop-down menu.

    image-20240618-083058.pngImage Added

From the Project Designer

From the Forms for Contacts

Related pages