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Add a Custom Form to a project

Add a Custom Form to a project

If you want to use a Custom Form when creating a contact within a particular project, you must first assign that Custom Form to the project.

Steps

  1. Go to the Project Preferences page

    1. Search for the project in the top menu Search bar (or select My Apps > Projects)

    2. On the project page, select More Options

    3. Select Preferences

  2. In the Contact Forms section, select the Custom Form(s) that you want to be available when creating a contact within this project

  3. Press Save

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