Client Visit Rating

You can use this form to rate client visits.

The form is linked to a Company, and you can add a new Form with this template from any Company in the Contacts database.

The form has fields to enter the Time In and Out of a visit, and combo boxes to enter rating information. In this sample, the quality of visit is entered either with a combo box or with a Question field. You can customize the template from the Forms app.

You can also create custom reports in the Forms app, with the appropriate script in the Options / Custom Dashboard tab. The report appears in the Forms / Dashboard section in your web account.

Download and Import the sample template to the Templates section of the Forms app in your web account:

Client Visit Rating

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