Custom Forms for Contacts will replace the Classic Contact Forms (Beneficiary Categories)

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.

Steps

1. Click Create in the top menu

2. Select More Options

3. Select Custom Form

4. Give it a name

5. In the dropdown list select Contact rather than Case

   

6. If you are an Organisation Admin of several organisations, select the organisation of yours that you want this Custom Form to belong to

7. Press Save

8. You arrive on that Custom Form’s Manage Fields page

   

9. From here you can

   1. click Create Field to create a new field

   2. or select a field from the list shown

   3. or use the Search bar to find an existing field

10. Once you have selected fields, they appear on the right

    

11. You can press the Remove button to remove them or the arrows to change the order of those fields

12. You don’t need to press Save. Every edit you make to the form is instantly saved in the background