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Manage your Custom Forms

Manage your Custom Forms

Steps

  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

Related pages

Related content

Create a new Case Form (aka a Custom Form for Cases)
Create a new Case Form (aka a Custom Form for Cases)
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Manage your Case Forms
Manage your Case Forms
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Assign a Case Form to a project
Assign a Case Form to a project
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Change which projects a Custom Form is used across
Change which projects a Custom Form is used across
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Edit a Custom Form for Contacts
Edit a Custom Form for Contacts
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Replace an old Custom Form for Cases with a new version of it
Replace an old Custom Form for Cases with a new version of it
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