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Steps:

  1. Go to the Manage Contact Forms page

  2. Click the New Contact Form button

  3. Start by choosing the type of Contact that this form is for

  4. On the Make New Contact Form page, the left column displays the Available Fields that you can add to your form

  5. The right column called Your Contact Form displays the default fields that the system adds to your Contact Form automatically as well as any custom fields that you have added from the Available Fields column on the left

  6. You can reorder the fields you have added to your Contact Form by using the up/down arrows next to each field

  7. Once finished, press Save

Create/Edit Beneficiary Category page

How It Works: https://www.loom.com/share/9e619802a1444155884a2ad3ae34aa1b?sharedAppSource=personal_library

Fields you can add to a Contact Form

  • Attachments

  • Date fields

  • Time fields

  • Section dividers

  • List fields (Ratio Sets)

  • Text box fields

  • Numerical fields

  • Extended Table fields

  • No labels