What are Contact Forms (Beneficiary Categories)

A charity can have several categories of beneficiary whom it helps. For example there might be

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Volunteers

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Children

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You can create several forms that are used to create contacts, e.g. when registering new participants in your programme, new service users or new clients.

• By default, every organisation has an automatically-generated Contact Form called Participant which is automatically added to every project in your organisation

• You can edit your organisation’s Participant Contact Form and/or create new Contact Forms

Get started with Contact Forms

• Manage your Contact Forms

• Create a Contact Form

• Edit a Contact Form

• Assign a Contact Form to a project

• Use a Contact Form in an external Referral Form

Why you may want to use Contact Forms

An organisation might have several categories of contact with whom it interacts. E.g.

• Clients

• Stakeholders

• Volunteers

• Clients' family members e.g. Children, Parents

Therefore the registration form for each category of person contact needs to be different because for the Children, the charity might want there to be fields for

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• Number of children

• Employment status

• Profession

• Highest level of education

Beneficiary Categories are the solution; they allow the charity Contact Forms allow an organisation to create multiple registration forms for each category of beneficiary that they work with.

Getting started with Contact Forms

• Manage your Contact Forms

• Create/Edit a Contact Form

For Developers

In the Admin panel

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contact.