Articles on: Webforms and surveys

Autofill or autopopulate 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.

Updated on: 12/07/2022