allow for certain surveys/forms/ to show under client portal
M
MK Mojica
Allow clients to see surveys on the client portal and be able to edit them after submission (obviously if its enabled by subaccount admin at the granular form/survey level, ability to enable option for each different form/survey.
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S
Steven Rowley
If I could give this feature a hundred votes I would. GHL has all of the features I need except the ability for clients to revisit a survey or form that was either ended prematurely or to update information. At present, I have to use a separate tool, and transfer critical fields via third party integrator (like Zapier) and just use a link in the client record to send my team to the rest of their information. PLEASE UPVOTE THIS!