Forms: 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:

Ready to take the next step in scaling your business?

Here’s a 60 Day FREE Trial. No Credit Card. Just Business Growth Made Simple.


Still have questions? Chat to one of our friendly Customer Success experts.

They’re available around the clock and will answer any questions you have. Click here to chat.

... ...

Ready to bring your business online with Ovatu?

Sign up to try Ovatu FREE for 30 days! No credit card required. No commitment necessary.