When adding a form to a client profile and sending it to the client via moxie, that form should be linked to the client profile. As it was explained to me by the team, it does not currently auto-attach to the client profile, despite being originally added to the profile. Instead, it only attaches to the profile if the client fills out the same email address.............

So if they don't happen to do that for whatever reason (in my case, bc my client is their attorney and I don't have the actual information for the client for whom the work is being done until they fill out this form, but it could be that they have more than one email address, or a typo, or any other reason for the information to not line up), then the originally attached form sits in the client profile as if it were never completed, and the completed form goes to the general submissions list.

This is obviously completely illogical and counter to everything a CRM should do. It causes confusion as to whether the form was sent properly, whether it was filled out, and adds an unnecessary extra step where you now need to go find the completed form and attach it to the client profile, even though it was originally sent from that profile in the first place.

LINK THE FORM TO THE CLIENT PROFILE WHEN IT'S ADDED... the information filled out in the form should not be required to be match the information in the client profile for it to be linked. And if that's the case, then don't have a feature where you can add it from the client profile, because that really creates the impression that it is linked to that profile and will live there once it is completed, and that's not the case unless other necessary requirements are met, so it's very misleading.