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Classic: Create Intake Form Types
Classic: Create Intake Form Types

This article was created from a Google Doc.

Updated over 4 months ago

First customize different Intake Form Layouts for the different types
Click Setup

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Click the Objects menu item

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Click the Intake Form object

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Click the Record Types item

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Click the New button

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Enter the Record Type Label

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Click Next

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Select the Layout for this Record Type

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Click Save
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