Customizing the Form Builder

The Form Builder gives you complete control over your system customization, and is available to any Administrator accounts. To customize the form builder, you'll want to first go to Admin and then click on Form Builder from the left-hand menu. This builder is basically drag & drop, so it's very easy to use!

Once you've made it to the Form Builder page, you'll see a Form listed for each Form on individual profiles in the system (such as your Prospect and Resident profiles). Normally, you'll at least see a General Information form which would hold fields such as First Name, Last Name, Phone Numbers, etc.

To begin, first select the form you'd like to add, remove, or modify fields to or click the blue + Add New button in the upper right. In this example, I will be modifying the General Information form, so I will click directly on this form:

Once you load the builder for your desired form, you will be brought to a drag & drop editor. The first section will show you which profile types the form will be displayed on. To restrict or add a profile type to a form, you can either click in the blank area to add, or click the small "x" to remove a profile.

The next section will allow you to modify the name of the form itself. In this example, I'll click directly on "General Information" to edit the name of this form.

Once you're happy with the name of the form, you'll see the current fields loaded on the left column. Fields you can add will appear on the right column.

It is recommended that you use the Field Library tab which contains pre-determined fields we have found that are used the most.

Once you find the field you want to add, you can simply drag the field into the left form where you'd like it to be displayed. In this example, I will add Age Code and I want it to appear under "Fax".

Once you drag and drop the field, you'll see it displayed on the left column:

You can even customize the name of the field if you'd like it to be called something else. Just click directly on "Age Code" and you can modify the Label Text to display exactly what you'd like.

Once you're satisfied with your form customization, you can click the "Save" button at the top-right of the builder and your system will be updated on the spot.

If you need any help with the form builder or are unsure of how to accomplish a certain customization task, please contact with your requirements.

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