Access to Submitted forms through the 'Contacts' tab on the App.
Over several years I have submitted many forms and the search criteria (on the app) is tricky if you haven't edited/labelled the title each time.
Access to a Client's form through their tab would be useful. There are range of other links to documents/ invoices but none that bring up the submitted form for that client.
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Comments1
Yolanda Small
Nov 8, 2023
@Chris Thynne Thanks for your suggestion. Although we don't currently have the option to view submitted forms within the contact via. the app, in the interim you are able to customise your submitted form tabs to include the client information that can then also be filtered.
Where a custom submitted form tab or view is selected for the forms in the app, this can include additional details from your forms (such as the Client Name and Property Address). These details can then be filtered using the search function in the forms.