Online Standard Form Setup

Online Standard Form Setup  

Contents

Description

This is the third video in the series. This video covers the definition of a form, where to find your forms in Neon, and how to customize them. 

Instructional Video

Glossary

  • Form: web page for collecting information or payments; sometimes called a survey
  • Standard Form: form NeonCRM has generated for you “out of the box” like a Standard Donation Form and Email Subscription Form; can be customized but contains a set “framework”
  • Custom Form: a form created by a System User from a blank template such as a Site Program Application
  • Constituent Version: the version of a form someone would see if they have logged into their NeonCRM constituent account
  • Public Access Version: the version of a form someone would see if they have not logged into NeonCRM
  • Individual Donation Form: the donation form visible to individual accounts
  • Organization Donation Form: the donation form visible to organization accounts

Video Contents and More Information

Overview

Custom vs. Standard Forms

Standard Forms Listing

Versions

Customization

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