You can create several forms that are used to create contacts, e.g. when registering new participants in your programme, new service users or new clients.

• By default, every organisation has an automatically-generated Contact Form called Participant which is automatically added to every project in your organisation

• You can edit your organisation’s Participant Contact Form and/or create new Contact Forms

Get started with Contact Forms

• Manage your Contact Forms

• Create a Contact Form

• Edit a Contact Form

• Assign a Contact Form to a project

• Use a Contact Form in an external Referral Form

Why you may want to use Contact Forms

A charity can have several categories of beneficiary whom it helps. For example there might be

• Volunteers

• Children

• Parents

Therefore the registration form for each category of person needs to be different because for the Children, the charity might want there to be fields for

• School

• Favourite Subject

• Favourite Colour

Whereas for the parents, the charity might want the registration form to have fields such as:

• Number of children

• Employment status

• Profession

• Highest level of education

Beneficiary Categories are the solution; they allow the charity to create multiple registration forms for each category of beneficiary that they work with.