While editing a contact, you can now restrict the Contact Forms that are available in the Add another Contact Form popup.

Open

Quick summary {tl;dr}

Do this by adding Contact Forms to the Contact forms to use when editing a contact field on the Project Preferences page of each project.

Open

Step-by-step instructions

This is a 2-part process

Part 1 - add the Forms

1. Go to the Project Preferences page of your project. You can get there by:

   1. Select My Apps in the top menu

   2. Select projects

   3. You arrive on the Manage Projects page

   4. Next to the project, press the cog icon

   5. A dropdown menu appears

   6. Select Preferences

   7. You arrive on the Project Preferences page

2. On the Project Preferences Page select the Contact Forms you wish to use while editing a contact, under the ‘Contact forms to use when editing a contact’ dropdown.

3. Scroll to the bottom and press Save

4. You have successfully added those forms to the project and you will arrive on the Project Preferences page. The next step is to decide the which user groups have permission to fill in those forms on a contact’s bio.

Part 2 - assign the User Groups

1. Return to the Project Preferences page by

   1. clicking More Options

   2. select Preferences

2. You arrive on the Project Preferences page

3. A column will appear in the Form Editing Permissions table for each Contact Form added in Part 1

4. By default, typically Project Managers and Organisation Admins have permission to edit all forms on a contact’s record.

5. If you want Project Reporters to be able to edit forms on a contact’s record, grant them permission by ticking the checkbox in each Contact Form’s column

6. Scroll to the bottom and press Save.

Now you and your colleagues can fill in those forms on a contact’s bio

1. On a contact’s profile page: Whenever you want to edit a contact of that project, you can click on the ‘Edit Bio’ button.

2. On the Edit Bio page is the Add another Contact Form button

3. When you click it, a popup launches. It contains the contact forms you selected on the Project Preferences page.

4. Select the contact forms you need, and press Save.

5. The contact forms you selected will be displayed.

6. You can fill them in and then press save.

Related articles

• Choose the Contact Forms that are available when CREATING a contact

• Control which user groups can fill in each form on a contact’s bio