How to link a form to a visit
Forms can be displayed to mobile users when a visit is completed, depending on the visit's outcome. The app can force users to answer the form.
First, you'll need to create forms based on your needs.
After your forms have been created, you have to set up the Visit results catalog. To do this, go to your company's settings, located on the icon at the top left side of your screen, then click on Visit results.
(https://storage.crisp.chat/users/helpdSome readersDynamic forms
Dynamic forms can be used in many ways. They can be created in the web portal and answered by users in the mobile app.
Dynamic forms change based on the user’s responses, directing them to specific follow-up questions depending on their answers.
For example, you could create a form that follows this format:
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Important information:
All questions wouldFew readersIdeas for using forms
🟢 Returns record
Use them to track products that your clients have returned. A form can help you register this information and keep it organized.
🟢 Register expenses
You can create a form where your salesperson can register the expenses made on their workday, such as gas, tolls, parking, etc.
🟢 Delivery confirmation
AFew readersCreating forms
Forms can be used for:
Reporting issues
Tracking maintenance
Special requests
Activity and prices of your competitors
Collecting information on consigned equipment
For more information about the use of forms, check out the following article:
Ideas for using forms (https://help.handy.la/en-us/article/ideas-Few readers
