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Custom Forms

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Created by Matt Kepple, last modified on May 20, 2021

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

Get Started with Custom Forms

Enable Custom Forms for Contacts across your organisation
Manage your Custom Forms
Create Custom Forms for Contacts
Add your Custom Forms for Contacts to your projects
Edit Custom Forms for Contacts
Create Custom Forms for Cases
Edit Custom Forms for Cases
Add a Case Form to a project

Manage your Custom Forms

Access the Custom Forms page from the Control Panel

On the Custom Forms page

https://www.makerble.com/charities/makerble-ppj/custom_field_categories

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