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Custom Forms

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Created by Matt Kepple, last modified on Aug 25, 2022

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Custom Forms for Contacts will ultimately replace classic Contact Forms

Get Started with Custom Forms

The 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

Turn on Custom Forms for Contacts
Manage your Custom Forms
Create a Custom Form for Contacts
Assign a Custom Form for Contacts to a project
Edit a Custom Form for Contacts

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