Overslaan naar inhoud
Menu
Je moet geregistreerd zijn om te kunnen communiceren met de community.
Deze vraag is gerapporteerd
2353 Weergaven

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
Annuleer
Auteur

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

Any ideas appreciated.

Gerelateerde posts Antwoorden Weergaven Activiteit
0
dec. 22
2055
2
aug. 22
4103
1
apr. 22
3233
1
mrt. 22
3294
1
feb. 22
2413