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If you want to use a Custom Form when creating a contact within a particular project, you must first assign that Custom Form to the project.

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  1. Go to the Project Preferences page

    1. Search for the project in the top menu Search bar (or select My Apps > Projects)

    2. On the project page, select More Options

    3. Select Preferences

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  2. In the Contact Forms section, select the Custom Form(s) that you want to be available when creating a contact within this project

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    Press Save