Manage your Case Forms

Owned by Matt Kepple
Mar 16, 2023
1 min read

You can see and edit all of your Case Forms from the Manage Case Forms page

How to get there

  1. Select More in the top menu

  2. Select Control Panel

  3. Scroll down to Custom Forms for Contacts & Cases

  4. Select that button

  5. You arrive on the Manage Custom Forms page

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