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How do I add a Form to a Customer file?


To add a Form to a Customer file, open the Customer file by choosing Customers > List 

Click on the Customer's name


Scroll down to the Forms section of the file


Click +Add / Request Form, and choose Add Form



Select the required Form from the Form field


Please note: You need to have created your Forms/s first, see How do I create a new Form?


Select the Prefill With Previous Form Default Checkbox if this Customer has previously completed this Form, and you would like the new Form to be prefilled with the previous responses


Click +Add  


You may fill the Form in for your Customer, or hand your device to him/her so they can complete the Form themselves


Select Email Customer a Copy Checkbox to email your Customer a copy of this completed Form

Once the Form is complete, click Save  


Please note: All required fields must be complete - if you click Save without completing all required fields, an error message will appear:


The completed Form will appear in the Forms section of the Customer file:

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