To add a Form to a Customer File, tap Customers and locate the Customer in your Customer List
Tap on the Customers' name, then tap the FORMS tab
A list of any previously added Forms will appear in the FORMS section, tap on an existing form to open it
Tap the green + icon > Add Form to add a new form
Select the relevant form from the Add Form box, using the drop-down arrow
(PLEASE NOTE: You need to have created your Forms first. Currently, Forms can only be created using the Web or iOS apps, see How do I create a new Form?)
Tick the Prefill with previous form box if this Customer has previously completed this form, and you would like the new form to be pre-filled with their previous responses
Complete the New Form OR hand over your device to your Customer to complete the New Form
PLEASE NOTE: All required fields must be complete - if you or the Customer taps Save without completing all the required fields, an error message will appear:
The completed form will appear under the FORMS tab of the Customers' file and will view like this:
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