This article provides a visual and step-by-step guide on how to manage data forms within a contact's profile in BestNotes, including adding, managing multiple, deleting, hiding, and revealing forms.

Permissions Required

• Manage Forms

Visual Tutorial

Click Play button

Managing Data Forms

On a contact's profile page, the Forms tab can add specialized data about a contact.

Adding a Data Form

1. Look at the Data Forms in the dropdown list.
2. Select a form.
3. Click Add.

Data Forms can include:

• Text boxes



4. Select boxes
5. Check boxes

NOTE: All Information in a Data Form is reportable.

• Once you have filled out the form, click Save (Data Forms can also autosave when you click out of any text box).
• Data Forms can also be populated in:
  • A Template
  • The Contact's Profile Demographics top half of page (Create Ticket)

Managing Multiple Data Forms

• Click the Manage Form button.

• Select another Data Form.

• Multiple Data Forms can be opened when you click on their abbreviated name and button.

Delete / Hide Data Forms

If you decide to discontinue the use of a data form that has already been added, then click the Manage Form button.

• Click the Trashcan to delete it entirely (NOTE: non-retrievable).

OR

• Uncheck the Visible box to simply keep the data, but not show the form.

Reveal Hidden Data Forms

• Click on the Manage Form button.

• Check the Visible box.
• Click on the Forms tab.

• Edit as needed.

Next Steps

• See also: Documentation on Manage Forms Permission
• See also: Templates (scroll to "Other" section)
• See also: Creating and Managing Data Forms