Contact forms

Contact forms collect guest details and create or update a contact in Contacts.

Create and test a form

1. Open Contact forms and select Create.
2. Maintain the name, visible fields, required fields, questions, and the responsible person, then save the form.
3. Use Visit in the contact-form list to test the guest view without changing the form definition.

View a submission

There is no separate editable submissions list on the Contact forms page. A submission creates or updates a person under Contacts.

1. Open Contacts and find the person by name or email address.
2. Open the contact. The submitted contact details appear in the contact fields and can be edited there.
3. The contact timeline shows the Contact form entry and any submitted question answers.
4. Edit the contact fields and select Save. Submitted question answers remain a record of what was sent and are not edited as a separate form submission.

The Contact forms list is for creating and maintaining forms. Contacts is the place for reviewing and following up on the people created or updated by those forms.