Tutorial Videos: Editing Contact Form Versions (part 2)
The tutorial videos on editing contact form versions includes:
- Add, Rename and Remove Categories: how to add a new category, how to add a new group, how to add a new field, renaming a category or group, removing a category by deleting or deactivating
- Move a Category: how to move a category
- Conditional Categories: how to add a conditional category with group(s) and field(s), how to set-up a trigger for a conditional category
Related Articles
Tutorial Videos: Editing Contact Form Versions (part 1)
The tutorial videos on editing contact form versions includes: Access Form Editing Tool: how to access the contact form editing tool Elements on Call report Forms: overview of the structure of the contact form editing tool into tabs, categories, ...
Tutorial Videos: Editing Contact Form Versions (part 3)
The tutorial videos on editing contact form versions include: Add, Rename, Remove Groups: add a Group, add fields to Group, rename a Group, remove a Group, deleting vs. deactivating a Group, re-activating a Group Move a Group: Moving a Group to a ...
Tutorial Videos: Internal Chat
The tutorial videos on Internal Chat include: Enable Internal Chat: how to enable internal chat in your system, how to allow access to Internal Chat for individual users Customize Contact List: marks user as a favorite, create groups of contacts, how ...
Tutorial Videos: Statistics Analysis Tab (part 1)
The tutorial videos on Statistics Analysis Tab include: Analysis Filters: chart type, location filter, time frame filter, contact records and Vols-Staff filter, call content filters, saved charts Analysis Issues and Demographics: explanation of ...
Contact Form and Record Settings
Access Tools to Edit Contact Form Versions Admin level users can personalize nearly all aspects of contact forms by using the Contact Form Version Editing Tools. The editing tools are available for each individual Contact Form Version in your system, ...