Would love it if internal users can edit client forms - We often get updates from the client and use forms to store data that is ever so changing.
Hi Mallory!
What updates are your clients usually making with a form? Would you want them to be able to add questions themselves?
It would be great if internal users could edit and change items in the forms.
Sounds great, we’ll note this as a feature request!
Has your team tried using custom fields in the CRM to store client info like phone number, address, and other custom tags?
You could pair custom fields directly with our Profile Manager app allowing your clients to make these updates themselves directly in the portal.
Please let me know if you have any other questions!
Does this let internal users make updates to their profile?
Regards,
