Editable Forms - Internal Users

post by Mallory_Chandler on Apr 24, 2025

Would love it if internal users can edit client forms - We often get updates from the client and use forms to store data that is ever so changing.

post by adam on Apr 28, 2025

Hi Mallory!
What updates are your clients usually making with a form? Would you want them to be able to add questions themselves?

post by Mallory_Chandler on Apr 28, 2025

It would be great if internal users could edit and change items in the forms.

post by adam on Apr 28, 2025

Sounds great, we’ll note this as a feature request!
Has your team tried using custom fields in the CRM to store client info like phone number, address, and other custom tags?
You could pair custom fields directly with our Profile Manager app allowing your clients to make these updates themselves directly in the portal.
Please let me know if you have any other questions!

post by Mallory_Chandler on Apr 28, 2025

Does this let internal users make updates to their profile?

post by adam on Apr 28, 2025

Internal users can make updates to a client’s profile in the CRM as seen below. The Profile Manager app allows clients to view and edit their profile themselves.