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Customising the friends and family contact input form

When customers add friends and family online, the system displays a form to capture contact data. You can now specify which fields you want that data to include.

Configuring fields for the friends and family input form

Access the input form for your organisation by clicking Institution >> Organisation and opening the organisation concerned. Navigate to the 'Screen configuration' menu where you can set up the input form 'Purchase on behalf of contact creation form'.

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