Forms integration in contacts and projects
Erica Rosas
Merged in a post:
Attaching Form Responses to a Person
R
Robert Hayselden
Would it be possible to have a tab in people for forms. So we can easily attach a response to a given client.
For example if I send a questionnaire to a client asking for more detail about them and their project. It would be nice to have those responses under the person. So all gathered information is in one place.
Thank You
Erica Rosas
Merged in a post:
Ability to Attach Form Submission to Existing Client
A
Amisha Grasty
I already had a person labeled as a "client" in the system. I had her fill out an intake form that I had already created. But when the submission came back, it's not attached to her and I have no way to attach it. If I click "Add to People" it makes me create a new person instead of attaching to an existing. If I create a new person, I'd have to redo everything else I've already done with this client. It would be nice to have a way to associate a form with an existing person in the database.
Jonathan Ramos
open
Jonathan Ramos
under review