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Classic Forms (also called Beneficiary Categories) - these will be phased out in 2022the original way to create contacts - this option is compatible with the full range of apps and features across Makerble
Custom Forms for Contacts - a an experimental and simpler way to create forms - this option is only compatible with a limited set of apps and features across Makerble
Designing your forms using Classic Contact Forms | Designing your forms using Custom Forms |
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The original tool to build forms.
| Simplified tool to build forms - easier to use.
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Differences between Classic and Custom Forms
Classic Contact Forms | Custom Forms for Contacts | Status | |||||||||
CRM | |||||||||||
Limited and Unlimited Multiple Choice options for List fields | Yes | No | https://makerble.atlassian.net/browse/
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Make certain fields compulsory | Yes | Nohttps://makerble.atlassian.net/browse/ |
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Import contacts | Yes | No | |||||||||
Custom Table Views | Yes | Nohttps://makerble.atlassian.net/browse/ |
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Merge Contacts | Yes | TBC | |||||||||
Ward lookup based on postcode | Yes | Nohttps://makerble.atlassian.net/browse/ |
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Location Address lookup field based on Google Maps | Yes | No | https://makerble.atlassian.net/browse/
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Deactivate and reactivate Forms | Yes | No | https://makerble.atlassian.net/browse/
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Extended Table fields | Yes | Nohttps://makerble.atlassian.net/browse/ |
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Events | |||||||||||
Guest Background Fields can come from Custom Forms | Yes | No | |||||||||
Progress Boards | |||||||||||
Segment survey results according to contacts’ demographic List fields using 'Split By' | Yes | No | |||||||||
SMS & Email Messaging | |||||||||||
Select a Custom Form field as the one used for SMS or Email contact details | Yes | UnsureTBC | |||||||||
Stories | |||||||||||
Segment anonymised progress according to demographic List fields used in Contact Forms | Yes | No | |||||||||
System Administration | |||||||||||
See the number of fields used within each Contact Form | Yes | No | |||||||||
See a table of fields per Contact Form | Yes | No | |||||||||
Tips | |||||||||||
Filter tips according to the demographic List fields used in Contact Forms | Yes | No | |||||||||
TriggersAutomations | |||||||||||
Create alert triggers automations based on fields within Contact Forms | Yes | No | |||||||||
Makerble Android App | https://makerble.atlassian.net/browse/
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Create contacts using Custom Forms | Yes | TBC | |||||||||
View bio tab of contacts created using Custom Forms | Yes | TBC |
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