Přejít na obsah
Menu
You need to be registered to interact with the community.
This question has been flagged
2356 Zobrazení

Is it possible to use the forms on the Website app to collect more extensive customer data? I.e. If I am a security company, I'd be looking to collect the specifics about the secured premise and have it saved to the customer contact record. Ideally, I'd be able to send the client a link to have them fill out the specific information required. I guess somewhat of a check list when onboarding new clients so to speak to collect all the relevant information. 

Any ideas would be greatly appreciated. 

Avatar
Zrušit
Autor

Edit: Maybe something that could be accessed via the customer portal as well?

Any ideas appreciated.

Related Posts Odpovědi Zobrazení Aktivita
0
pro 22
2061
2
srp 22
4124
1
dub 22
3245
1
bře 22
3319
1
úno 22
2436