The Forms Dashboard

Modified on Sun, 26 Apr 2020 at 04:08 PM

Forms Dashboard

All completed Dynamic Forms can be easily viewed by navigating to Dashboard and clicking Forms on the left side of the page. The next screen will give you a list of all of the forms that have been completed; from here select any for you wish to view.



Viewing a Form

After selecting a form you can quickly view all the info a client entered. You can also assign all of the fields your customer filled out to fields in a contact in the CRM portion by clicking the icon in the red box below. There are also tools to print the form and download the for to a PDF in the top of the box.



The "Notes" field is also located on the right side of the page. Here you can view notes other staff member have left on the form and you can add a note by clicking the icon in the red box below.



Tools From the Forms Dashboard

Clicking the small notepad icon on the right side opens a menu that allows you to leave a not that will be associated with the form and any linked contacts.



Clicking the three dots on the right side opens a small menu that allows you to assign that form to a client in your Contacts, print out that specific form, save the form as a PDF, or delete the form.


You can also view or update status for follow-ups:



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