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 Support Relationships 
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Joined: Thu Aug 28, 2008 1:41 pm
Posts: 1319
Post Support Relationships
A client has requested the following feature.

In my on-going campaign for the desire for more family information, it would be great if we could capture this info (relationships) in Cloud forms. It would be useful to have a "pre-session" form online that you could send to a client and have them complete prior to arriving at the studio. This would save time for the studio when they arrive and overcome the issue of studio staff not wanting to type in all the info. It could also be handled in the studio by just giving the customer an iPad and have them complete the form there. It would be useful at shows for gathering information or having people "register to win"

In a form I would have:

Parent 1
FN/LN
Address
Phone(s)
Anniversary date

Parent 2
FN/LN
Address
Phone(s)
Anniversary date

Parent 3
FN/LN
Address
Phone(s)
Anniversary date

Child 1
FN/LN
Address
Phone(s)
Birthdate
Graduation Year

Child 2
FN/LN
Address
Phone(s)
Birthdate
Graduation Year

Etc.


Tue Oct 29, 2013 9:59 am
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Joined: Wed Jan 16, 2013 7:08 am
Posts: 4
Post Re: Support Relationships
I think this is a good idea.


Tue Oct 29, 2013 10:11 am
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Joined: Wed Apr 20, 2011 4:09 pm
Posts: 5
Post Re: Support Relationships
This idea would be very helpful!


Sun Nov 17, 2013 8:40 am
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Joined: Thu May 30, 2013 5:44 am
Posts: 20
Post Re: Support Relationships
Yes, I would like this also.


Thu Nov 21, 2013 8:40 pm
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Joined: Tue Feb 18, 2014 1:25 pm
Posts: 7
Post Re: Support Relationships
Isn't this available through questionnaires already?


Tue Feb 18, 2014 1:29 pm
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Joined: Wed Jan 30, 2013 3:59 am
Posts: 11
Post Re: Support Relationships
+1


Wed May 14, 2014 4:20 am
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Joined: Mon Jan 18, 2016 10:35 am
Posts: 3
Post Re: Support Relationships
Yes, I have been trying to do this on the forms and just realized its not an option. The forms are helpful, but it would be great if every field in the client database was accessible in the forms builder. Its good that some of it is intergrated, but we are still doing a lot of manual data entry that we weren't expecting.


Fri Mar 04, 2016 10:30 am
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