Client Form - Link - Auto Generate Client Data In Elements
It would be good if we could send out a new client form (digital) which the client completes and this auto enters onto the client record, e.g. name, DOB, UTR etc.
Hi Ryan, thanks for submitting this request, it echoes some internal ideas we've had about how we can help you capture data from your clients in a more streamlined way. Any further info you can provide around the types of data you would like to store (perhaps over and above the data fields that already exist) would be hugely appreciated.
Please can clients that we add the main data for automatically be added as a contact record for the same client
Hi Ryan, thanks for submitting this request, it echoes some internal ideas we've had about how we can help you capture data from your clients in a more streamlined way. Any further info you can provide around the types of data you would like to store (perhaps over and above the data fields that already exist) would be hugely appreciated.