Autofill or auto populate a form
InvestGlass forms can be automatically populated from the CRM data.
- Go to my Account
- Go to Company
- Go to Form
- Click on Action - Create a form
- Publish the form
Link the CRM fields to KYC fields or Contact Details fields.
Fields can be created from custom fields or natively existing into InvestGlass basic setup. Please read more about custom fields and value pick lists to see what kind of information could be linked to the forms.
How will the form self populate?
Three ways :
- Via a generated form link
- Via hosted form on your APP page
- On the client portal
Collected answers are generating an audit trail recording.
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