08-02-2023 06:32 AM
Hello,
I was wondering if there's a way that I can set ST to be able to see the forms in the customers page if the form is linked on the job?
I would like to be able to see if the form was completed or not (status) without having to go inside the opportunity. But the form is linked to job, but I was wondering if I could set up the setting to be able to "see" if the form was completed by looking at the customers page.
Thank you 🙂
08-17-2023 11:53 AM
@LiaFranco, welcome to the Community, and congrats on your first post! 🎉
Thanks for sharing your feedback. That sounds like something for the ideas page! 💡