Filter for forms on customer or location page
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02-15-2024 09:16 AM
Is there a way to add additional fields to the forms section? We have a form that we would like to be able to see at a glance when the last time it was completed. I am attaching a screenshot here. It defaults to the form name and status. We would like to be able to see the date completed as well.
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02-16-2024 01:17 PM
What I do is go to the Search screen and select Forms and than search for that specific form. Maybe that will help?
Kristin Smith
Covenant Plumbing
Covenant Plumbing
