Here are some important questions about the JotForm Table CRM: 1) Can the CRM be exported as a file format and still work; or, is the only to share it remotely is via a website link? 2) As a JotForm subscriber, can I create numerous CRM's? 3) Can I create a form to send out to folks that empowers them to populate the simple CRM I created? Once received, that message goes directly into the Simple CRM. Lamar Motgan
@Jotform
Жыл бұрын
Hello Lamar, Thanks for your interest in Jotform Tables. To answer your questions; 1. Aside from sharing the Tables as a link, the submission data can be exported to Excel, CSV, or PDF format from Tables. Guide: www.jotform.com/help/73-how-to-download-form-submissions-as-excel-csv-pdf/ 2. You can create as many CRMs as you like using Tables. While there are no limits to how many tables you can create, there's a limit to the number of forms you can have depending on the plan you're into. Please see our pricing page to find out more about these limits www.jotform.com/pricing/. 3. Basically, in each table you create, there is a form associated with it. Here's how to view the form from its table: www.jotform.com/help/1016-how-to-view-assign-and-edit-forms-from-jotform-tables/. Or you can also create a form in Form Builder and then view its table. Here's how to view the submissions (Tables) of a form: www.jotform.com/help/269-how-to-view-form-submissions/. If you have further questions, please contact us through our support contact form at www.jotform.com/contact/.
@ivan-xt
Жыл бұрын
Is there any way for the contacts tab to identify that certain contact already exists and not to duplicate it? If not I am afraid the whole idea is defeated as the "CRM" will not recognize one and the same contact and it will duplicate it every time...
@Jotform
Жыл бұрын
Hi Ivan, You can prevent duplicate contacts when you enable Unique Field in your Form Settings. Here's a guide for that: www.jotform.com/help/223-how-to-set-form-limits-based-on-a-unique-field/. Let us know if you have more questions through our Support Contact Form at www.jotform.com/contact/. We'll be happy to help.
Пікірлер: 5