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/how to use Multiple forms

edited Jun 2, 2025 2:34PM in Ask A Guru 8 comments

Hey there Community!

I've been searching through the help and I'm looking for a way to clean up our forms. For example, we have a few iterations of the customer form. We started one way and then changed the form 2 or 3 times and are now on a final version. I'm finding there's data hiding on all of the older forms. Wondering, is there a way to make it so each customer shows up on the same, most current form, regardless of the form they got set up on? I do have the Preferred form set and the older forms are still

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