• 1
    Switch forms on and off
    4 days agoopen0
    To be able to switch forms on and off (like you can on Google Forms) so you can stop the form accepting submissions if you want to. Great for forms you might use occasionally for a specific purpose (e.g. competition) but don't need them active all the time
  • 1
    Duplicate Templates
    4 days agoopen0
    Add the ability to duplicate a contract template, make edits, and save as new template.
  • 1
    CRM Intake Form Required Field Changes
    4 weeks agoopen0
    Ideally you have fewer required fields by Suitedash or customize which fields are required. We have clients that do not want to collect First Name, Last Name as it could be PHI if tied to details like their health information. As of now you require collection of First Name, Last Name and Email.You do have the ability to change the name of one of the fields on the external facing form but when the information comes in, you can't customize the field name. So for example, I changed "Last Name" to "Phone Number" but when the phone number is submitted by the person it is stored in the "Last Name" field.Ideally you can change the field type name and value internally and externally.
  • 1
    ReCaptcha or security field for forms
    4 weeks agoopen0
    Didn’t see any type of security field for forms we can embed into our sites. This would be helpful against spam. ReCaptcha is preferred, but if that isn’t possible due to it being embedded, then even the math one like you have on this feature request page would be something.
  • 2
    Forms Data For Client
    4 weeks agoopen3
    Collecting and collating data through forms is a great solution, however the more data points that are collected for use within as dynamic data the profile becomes quite large and significant against the profile. To solve the issue a tab can be created with custom data for use. The page can be wider so the questions and answers/results can be seen rather than part of a 3 column profile summary page
  • 2
    Forms
    4 weeks agoopen0
    With forms it will be great that they can be used with calculations and formula to calculate results and outcomes from use of quantitative data
  • 2
    Multiple Appointment Types within and Intake Form
    3 months agoopen0
    It would be nice to have an option for different contact types to choose between different appointment types that are configured with different durations and be able to choose between them within 1 Intake Form.
  • 1
    Ability to Duplicate Forms
    3 months agoopen0
    It will be a good feature if we can duplicate forms. Such as General Usage can be duplicated ars as CRM Intake Form and or CRM Update form and the other way around.
  • 3
    Add Contracts to Onboarding Flow
    4 months agoopen0
    The E-Sign that is currently available in the Onboarding Flow does not contain an electronic record and does not allow for a countersign. It would be great to be able to start the Onboarding Flow with a legit contract with an electronic record and countersign.And additionally, I'm not sure if this is currently possible, but being able to direct that completed contract (and forms from that Flow) to the client files instead of having to retrieve them from Flow submissions.
  • 2
    List View and Export for General Usage Forms
    4 months agoopen0
    The view of the General Usage Form submissions could benefit from a table view of all submissions and an export capability.