The “Archive” button allows users to archive custom Contact Forms. Users can view archived custom Contact Forms in the organization’s “Archived” folder, but cannot edit them.

Archived custom Contact Forms can be recovered using the “Recover” button. Recovered Contact Forms can be duplicated, edited, and archived again.

To archive a custom Contact Form: 

1. Navigate to the Contacts module and select Utilities & Tools 
2. Click Contact Forms and select the custom contact form to archive 
3. Click Duplicate in the “Duplicate Form” pop-up 
4. Click Save & Continue. The custom contact form has now been archived. To recover the form 

To recover an archived custom Contact Form: 

1. Within the Details tab of the archived custom Contact form, click Recover 
2. Click Continue in the “Recover Form” pop-up 

The “Contact Form List Export” report, located in the Practice Auditing section of the Insights module, allows organizations using the Employee & Generic Import to view a list of all active and archived contact forms and export the report as a CSV file. 

To download the Contact Form Export report: 

1. Navigate to the Insights module and select Insights 
2. Click Practice Auditing and then Contact Form Export 
3. Click the cloud icon to download a CSV file of the report 

The “Duplicate” button allows users to duplicate active custom Contact Forms. Duplicate custom Contact Forms will carry over all settings and fields from the parent custom Contact Form.

To duplicate a custom Contact Form: 

1. Navigate to the Contacts module and select Utilities & Tools 
2. Click Contact Forms and select the custom contact form to duplicate 
3. Click Duplicate in the “Duplicate Form” pop-up 
4. Click Save & Continue 
5. Make any changes to the duplicate custom contact form, such as the “Name”, and click Save 

Users with access to the Contacts module and that are connected to a contact can view when the user submitted a contact form. There are two ways to do so:

From the Contacts module grid:

1. Navigate to the Contacts module and select Everyone
2. Click the Filters on the left-hand side
   • Or, click the funnel icon to display the “Labels & Filters” tab.
3. Click the Contact Intake Details drop-down and select the contact form you want to filter the grid by in the “Choose form” drop-down.
4. The grid will display all users submitted from that form, along with the date of submission.

From the contact form:

1. Navigate to the Contacts module and select Utilities & Tools
2. Click Contact Forms and then the number of submissions next to the form.
3. The grid will display all users submitted from that form, along with the date of submission.