K
Keith Lemay
---------Problem:---------
Currently, form submissions overwrite previous entries in the CRM, losing Previous records. Additionally, external users cannot populate custom objects, requiring internal access for repetitive data entry. This limits businesses needing to track multiple submissions and build organized, searchable databases.
---------Proposed Solution:---------
Enhance the platform to allow external form submissions to populate custom object databases.
Submissions would:
  1. Create New Records: Each entry is stored as an independent record in the custom object database.
  2. Associate with Contact Cards: Automatically link form submissions to the relevant client cards for seamless organization.(Form requires name or not(Optional))
  3. Enable Search and Organization: Allow users to sort, search, and filter database fields (e.g., inspection type: Show me all your daily reports) and organize data like an Excel sheet.
---------Additional Key Features:---------
-Custom Object-Specific Databases: Independent from the client card but relationally linked for maximum flexibility.
-Export Capabilities: Export data to Excel for audits, compliance, and backups.
-Relational Databases: Inspired by Notion’s database functionality, enable relationships between databases and the respective people submitting the data for better tracking and analysis.
---------Benefits:---------
This feature would:
a. Preserve Historical Records: Track multiple submissions without overwriting or duplicating endless forms(Site-A-Inspection-Form Day 1, Site-A-Inspection-Form Day 2 Etc)
b. Enable Organization: Create custom object-specific databases linked to client cards for relational tracking.
c. Enhance Usability: Sort, search, and filter data by any field (e.g., inspection type: Daily, Weekly, Quarterly Etc) for easy navigation and analysis.
d. Build Valuable Assets: Agencies can develop powerful, reusable databases for clients across industries.
e. Increase Flexibility: Export data for audits, backups, or compliance, empowering businesses to stay organized and compliant.
If this feature would improve your workflows, please upvote this post and comment "What problem it would solve for you".
It solves a critical problem for our businesses and unlocks Extremely powerful feature sets that could expand the platforms uses.
---------Expanded Use Cases---------
  1. Fitness and Personal Trainers
-Use Case: Weekly client check-ins for weight, measurements, photos, and workout/diet logs.
-Benefit Track progress over time without overwriting data or creating hundreds of duplicate forms annually.
  1. Construction: Safety Inspections
-Use Case: Log site inspections, including hazards, equipment status, and images and Project Completion Proof,
-Benefit: Maintain a comprehensive safety record and ensure compliance.
  1. Event Planners: Guest Feedback and Vendor Coordination
-Use Case: Collect guest ratings and vendor performance metrics after events.
-Benefit: Analyze trends and improve service across multiple events.
  1. Real Estate Agencies: Property specific Showings and Feedback
-Use Case: Gather client impressions, property suitability ratings, and follow-up requests.
-Benefit: Preserve historical data for each property to analyze preferences and trends.
  1. Healthcare Practices: Patient Symptom Tracking
-Use Case: Weekly updates on patient symptoms or treatment progress.
-Benefit: Maintain a chronological log of patient progress for analysis and reporting.
  1. Schools and Educational Institutions
-Use Case: Track recurring student evaluations, progress reports, or weekly assignments.
-Benefit: Build a detailed submission history for academic progress.
  1. Restaurants and Catering Services
-Use Case: Collect customer feedback on food quality, service, or event-specific reviews.
-Benefit: Monitor trends to enhance customer satisfaction and service quality.
  1. Maintenance and Repair Services
-Use Case: Log regular equipment inspections, repair requests, and updates.
-Benefit: Keep a service history for maintenance efficiency.
  1. Agricultural Businesses
-Use Case: Farmers report crop conditions, soil quality, and pest control updates.
-Benefit: Build a historical database to optimize farming practices.
  1. Nonprofit Organizations
-Use Case: Log volunteer activities, donor feedback, or event participation records.
-Benefit: Track contributions and impact over time.