Custom Forms for Contacts are going to replace Beneficiary Categories (Classic Contact Forms) during Summer 2021. will ultimately replace classic Contact Forms

Get Started with Custom Forms

There are two uses for Custom FormsThe Manage Custom Forms page gives you access to the two types of Custom Form:

• Custom Forms for Contacts

• Case Forms (also called Custom Forms for Cases)

For Contacts

• Enable Turn on Custom Forms for Contacts across your organisation

• Manage your Custom Forms

• Create a Custom Forms Form for Contacts

• Add your Assign a Custom Forms Form for Contacts to your projectsa project

• Edit a Custom Forms Form for Contacts

For Cases

• Create Custom Forms for Cases

• Edit Custom Forms for Cases

• Add a Case Form to a project