Custom Forms for Contacts will replace the Classic Contact Forms (Beneficiary Categories)
Ensure that Custom Forms for Contacts is turned on before you create your Custom Forms. Instructions: Turn on Custom Forms for Contacts across your organisation
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
Click Create in the top menu
Select More Options
Select Custom Form
Give it a name
In the dropdown list select Contact rather than Case
If you are an Organisation Admin of several organisations, select the organisation of yours that you want this Custom Form to belong to
Press Save
You arrive on that Custom Form’s Manage Fields page
From here you can
click Create Field to create a new field
or select a field from the list shown
or use the Search bar to find an existing field
Once you have selected fields, they appear on the right
You can press the Remove button to remove them or the arrows to change the order of those fields
You don’t need to press Save. Every edit you make to the form is instantly saved in the background