Removing/Adding New Users

  • Profile Image
    Amy 
    Asked on March 21, 2017 at 12:46 AM

    Hi there, 

     

    Unfortunately, the lady who had originally set up the jotforms for our letter of offers on properties, no longer works with our company.

     

    Can you please assist me when the following queries:

    1. How do I remove a user/sales consultant?

    2. How do I add a new sales consultant?

     

    We want to ensure when we have a client putting in an offer form that Kerry's name is removed and we have Adele's details there instead.

     

    I wait to hear from you.

     

    Many thanks.... Amy

    Adcock Real Estate

    08 8388 4777

     

  • Profile Image
    Chriistian
    Answered on March 21, 2017 at 04:50 AM

    Can you please assist me when the following queries:

    1. How do I remove a user/sales consultant?

    2. How do I add a new sales consultant?

    We want to ensure when we have a client putting in an offer form that Kerry's name is removed and we have Adele's details there instead.

     

     

     

    I cloned the form (https://form.jotform.co/53278738614869 ) you have provided. Did you mean you want to edit the form fields? 

     

     

    If so, you can remove the name from the Dropdown options and change the name.

     

     

    If you have deleted this option, you also to edit the conditions that was set up for this. 

    Go to Settings > Conditions > then edit the Email conditions that was set up.

     

     

    If you need further assistance, please let us know.
    Regards.