Page Comparison

Steps

1. Go to the Contact Profile page

   

2. Click Edit Contact

3. You arrive on the Edit Contact page

4. To add an additional Contact Form to the contact’s record, select Add another Contact Form

   

5. In the popup, you will see a list of the other Contact Forms that exist within your organisation. Any Contact Form that has already been used on this Contact record will already be ticked and cannot be unticked.

   

6. Select the additional Contact Form you want to add and press save

   

7. The popup closes and the additional tab now appears on the Edit Contact page

8. Select that new tab

   

9. Now you can populate the fields on that tab

10. If any of the fields on this new tab had already been completed in other tabs, the information will automatically be carried across

11. Scroll down to the bottom of the form and press Save

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