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1

Edit the intake form

Is there a way to edit the intake form?

Would like to present the selection criteria as bullet points ...
2 See in Base
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Yes, you can edit the intake form. Navigate to the 'Form: Investment Inquiries' editor from the left navigation. You can customize the fields/questions of the form, including adding bullet points for selection criteria.
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Hi  @Gaston Bilder
 

Right now only questions are used for customization, but this is a reasonable request for a text field. Thank you!

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