Create and link Custom Form to any record

We added a great new feature: you can now create a new Form from any record in Upvise.

  • In the  view Contact, Company, Project, Event or Opportunity, just tap on the + button in the toolbar, there is a new Form item
  • Tap on it, then select the form template you want

In the Activity Tab or section, you can see all linked forms for the record.

This new feature is available now in Upvise for Android and will be published next week for iOs and Windows Phone.

Make sure you have the latest version of Upvise Pro CRM  for Android in Google Play.

newform

 

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s