If you can’t add another Contact Form to a contact, it’s usually because the Contact Form you want to use has not been assigned to the project(s) that the contact is in.

• Alternatively it might be because your User Group has not been given permission to use this Contact Form, in which case, ask one of your Organisation Admins to follow these steps.

Steps to resolve this

1. Go to the contact profile page of the contact which your colleague is unable to add a contact form to

2. Scroll down to the Projects box to see which project(s) that contact is in

3. Go to the Project Preferences page of each of those projects

4. On the Project Preferences page, see if the Contact Form that your colleague wants to add is shown as a column in the Edit Permissions table

   Open

   

5. If it is listed as a column, ensure that the tickbox is ticked for the User Group that your colleague belongs to, e.g. Project Reporters

6. If it not listed as a column, then add it to the Contact Forms to use when editing a contact field

   Open

   

7. Then scroll to the bottom and press Save

8. Then return to the Project Preferences page of this project and you will see that there is now a column for this Form in the Edit Permissions table.

9. Ensure that the tickbox is ticked for the User Group that your colleague belongs to, e.g. Project Reporters

10. Then scroll to the bottom and press Save

Related articles

• Other ways to get to the Project Preferences page