Add an additional Contact Form to an existing contact
- Matt Kepple
You can complete many Contact Forms for a single contact.
Steps
You can only add Contact Forms that have been assigned to the project(s) that the contact is in
Go to the Contact Profile page
Click Edit Contact
You arrive on the Edit Contact page
To add an additional Contact Form to the contact’s record, select Add another Contact Form
In the popup, you will see a list of the other Contact Forms that have been assigned to the projects this contact is part of.
Any Contact Form that has already been used on this Contact record will already be ticked and cannot be unticked.
Select the additional Contact Form you want to add and press save
The popup closes and the additional tab now appears on the Edit Contact page
Select that new tab
Now you can populate the fields on that tab
If any of the fields on this new tab had already been completed in other tabs, the information will automatically be carried across
Scroll down to the bottom of the form and press Save
