This month's release includes the following updates:
Customise the messaging for specific Intake Forms
You can now edit the New Intake Message, Reminder Message and form completion Confirmation Message for specific Intake Forms by selecting Settings > Message Templates when you have the form open in the Form Builder.
Auto-fill on names in Intake Forms
If a person’s contact details have already been entered in an Intake Form, typing the first two letters of their name will allow the respondent to reuse those details instead of entering them again.
Auto-fill on company contact details in Intake Forms
If a company's contact details have already been entered in an Intake Form, typing the first two letters of their name will allow the respondent to reuse those details instead of entering them again.
Contact Name column in the Intake tab of a matter/lead
We have added a column that displays the Contact the Intake Form was sent to, providing better visibility when forms have been sent to multiple parties.
Copy a group and section in the Intake Form builder
A Copy icon has been added to the top-right corner of a Group in the Intake Form builder.
A Copy icon has also been added to the Edit Sections area.
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This month's release includes the following updates:
Customise the messaging for specific Intake Forms
You can now edit the New Intake Message, Reminder Message and form completion Confirmation Message for specific Intake Forms by selecting Settings > Message Templates when you have the form open in the Form Builder.
Auto-fill on names in Intake Forms
If a person’s contact details have already been entered in an Intake Form, typing the first two letters of their name will allow the respondent to reuse those details instead of entering them again.
Auto-fill on company contact details in Intake Forms
If a company's contact details have already been entered in an Intake Form, typing the first two letters of their name will allow the respondent to reuse those details instead of entering them again.
Contact Name column in the Intake tab of a matter/lead
We have added a column that displays the Contact the Intake Form was sent to, providing better visibility when forms have been sent to multiple parties.
Copy a group and section in the Intake Form builder
A Copy icon has been added to the top-right corner of a Group in the Intake Form builder.
A Copy icon has also been added to the Edit Sections area.
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