Allow clients to build custom contact report forms
Institutions often have specific fields they need to capture when filing contact reports or adding actions. Allowing for custom forms would let each institution define easy-to-use processes for capturing the right data each time.
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Guest
- May 25 2017
Related ideas
This is something our organization has been attempting to develop for some time. Customized forms would allow us to capture the necessary information from our team members that is so often hidden within plain text or at times not communicated. Great idea!
The concept of a simple, custom data capture form would have applicability in many areas for higher ed: Class Agents, profile updates, MGO call reports. I envision the user experience as similar to the NXT Action form, with the ability to add & remove fields on the form. The form should be accessible from lists in NXT.