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Custom Forms

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Created by Matt Kepple, last modified on May 20, 2021

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Custom Forms for Contacts are going to replace Beneficiary Categories (Classic Contact Forms) during Summer 2021.

Get Started with Custom Forms

There are two uses for Custom Forms

Custom Forms for Contacts
Custom Forms for Cases

For Contacts

Enable Custom Forms for Contacts across your organisation
Manage your Custom Forms
Create Custom Forms for Contacts
Add your Custom Forms for Contacts to your projects
Edit Custom Forms for Contacts

For Cases

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