Online Forms - Solicitor and Family Category

New settings have been added to Online Forms for Solicitor and Family Category.
These are on the Settings tab of the Form Designer.
 
  1. Solicitor
    By choosing a solicitor in the form setting, any submissions that have a Transaction created will have the solicitor on the form settings automatically entered in the Transaction.
     
  2. Family Category
    By choosing a Family category in the form setting, when importing the submission, the Family will be automatically added to the designated category. This applies to matched (N) families or new (N) families. 
     
 
Published: July 22, 2022 at 12:00 PM

Share this article

FacebookGoogle+TwitterOther Social NetworksPrint