Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

When you add a Contact Form to a project, it means that when you are creating a new contact, you can choose this Contact Form as the one that will be filled in when creating the contact.

Steps

  1. Go to the Project Preferences page of the project that you want to add the Contact Form to

    1. You can get there by going to the project page. Press More Options and then select Project Preferences

  2. In the Contact Forms to use on this project field: select the Contact Forms you want to use

  3. Press save

  4. You might be prompted to select one of those Contact Forms on the Add a contact form to the Enrolled state field

  • No labels