Forms: How do I email a Form request to a Customer?

Emailing a Form request to a Customer allows you to send an email, prompting the Customer to complete and submit a Form online

To email a Form request to a Customer, open the Customer file by choosing Customers > List

Click on the Customers’ name 

Scroll down to the Forms section

Click +Add / Request Form and choose Request 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?

Click Request 

The Customer will receive an email, asking them to complete this Form online

When the Customer clicks Fill out now, they are directed to complete the Form via your mini-site

Once the Customer has completed the Form and clicked Submit, you will receive an alert 

The completed Form will be displayed within the Customer file

In a similar manner, you can request that the Customer update their Form, by clicking the Request Update icon against the completed Form 

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