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.
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.
- 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.