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Ensure that Custom Forms for Contacts is turned on firstbefore you create your Custom Forms. Instructions: Turn on Custom Forms for Contacts across your organisation

Quick summary

  • Creating a Custom Form happens in two parts

    • Step 1 is to give the Custom Form a name

    • Step 2 is to then add and set the order of the Fields on that Custom Form

  • Once the Custom Form has been created, it then needs to be added to a project in order for it to be usable.

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