In This Article:

    Overview of Forms

    In This Article:

      The Form Designer enables you to create forms that are unique to your organization.  An unlimited number of forms can be created within Salsa CRM.  Forms allow you to track information specific to your organization and store this information to individual constituents’ records.  Forms also allow you to record information that may constantly change and retain a copy of all of the forms so that you can refer to past information.

      The Forms feature combines the best features of Custom Fields and Notes functions.  Salsa CRM already supports custom fields on the Constituent, My Salsa CRM, and Donation screens.  A limitation of custom fields, however, is that you cannot track activities that occur many times.

      For instance, a non-profit organization that visits patients might want a custom screen that keeps track of the visit date and time, the patient's blood pressure, weight, physical condition, etc.  If these fields were tracked on a My Salsa CRM screen, the customer would be able to track only the most recent visit information.  Some customers use Note screens to get around this limitation with Custom Fields, but then it is up to them to remember to enter all the required information in the Note – there is no editing in the Notes screen that would ensure, for instance, that blood pressure was recorded.

      The Forms Designer gives you the ability to design very elaborate, multi-page forms.  The Forms Designer allows you to set very specific editing on each field such as whether it is required or may be left blank; what type and length of content is allowed, etc. There is no limitation on the number of fields on a form.  Once the form is designed, there is no limitation on the number of instances that can be assigned to a constituent. Like the Notes function, this allows you to keep track of many year's worth of history for every form.

      You may define an unlimited number of forms.  When adding a form instance to a constituent, you are presented with a popup asking you to select which form you wish to complete.  This allows you to design forms to track all of their constituents’ activity in one location.

      Next Article: Form Configuration

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