Add forms to client portal | Voters

Add forms to client portal

complete

Bec Lloyd

Add forms to the portal (a toggle option would probably be best, like the others in the feature access section) so clients can view previously submitted ones, and get a notification on the home screen if they still need to complete one.

January 10, 2023

Geoff Mina

marked this post as

complete

This is complete and available in the latest update.

https://help.withmoxie.com/en/articles/10006719-fall-24-updates

Mark Mooney

Sooooo glad to see this is in progress! Moxie's development team rocks!

Geoff Mina

Merged in a post:

Portal embedded form only used once

Alison Waidell

I'd love a way that if we embed an intake form/questionnaire in the client portal that once they submit it, they aren't able to submit it again. We use forms to collect data about their project so the ability for them to submit once and capture that and then just show the completed form in the custom page would be ideal!

October 14, 2024

Geoff Mina

marked this post as

in progress

Geoff Mina

marked this post as

planned

Jennifer Widmann

Yes, that would be so important for my workflow. it's quite tricky without it and I have to do a lot more manually. Would be a game changer

Hana Drdla

100% needed!! I'm finding that this is the main feature I'm missing since coming from Dubsado.

This, combined with: https://feedback.withmoxie.com/feature-requests/p/forms-on-projects

Jennifer Widmann

Hana Drdla yes to both!!

Megan Mckenzie

Awesome idea! This should be a top priority!

Erin Dittner

Yes this would be amazing.

Andrea Botha

I agree, forms is a big way that I get information from clients. Being able to upload forms to the portal and allow clients to access, view and edit if needed would be a huge plus. This would also stream line things. I would be able to comment on a task and let my client know that they can move onto the next step of completing the form.

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