how to create CRM data?

Dear sir/ma'am

I want to know from you that if I create data of an employee that how many products he has sold in a month, will I get that data in excel or not and I have to enter employee's commitment everyday on whatsapp and I have to send that to me in image so how will that be done please I was getting very worried then I felt good after watching your video

Hi nishantpalchhindwara,

Thanks for reaching out to Jotform Support. We've made a small guide explaining the main aspects of Jotform Tables that you might find helpful.

1. Easily view your submissions

There are three ways to view your submissions:

• Choose the submissions you want to view. Then, click on the More dropdown menu and select View Entry.
• Hover your mouse over the submissions that you want to view and click on View.
• Now, choose one of the submissions that you want to view and click on the Three Dots icon.
• In the list that comes up, click on View Entry.

2. Adjust the size of the columns and reorder them

3. Use the Show/Hide Columns feature

4. Download all of your submissions or just selected ones

You can download all of your submissions or just selected ones in CSV, PDF, and Excel format.

If you do want to download all of your submissions as PDF files or any of the files attached to them, it should take only a few minutes for you to get the email with the download links in it.

Of course, just how fast it takes to get the email for that depends on how many submissions you're downloading and how big the attachments are.

5. Use the Advanced Search feature

Once you've created a new Filter, you can use that to create a new Tab so you won't have to create the same Filter again. 

6. Create a New View

You can also create a New View using Jotform Tables. It's easy to do, just click on the Add Tab and then choose from one of the available views.

7. Share your Tables page with your coworkers

8. Use the Revision History feature to revert the changes

9. Create a new name for your Table

10. Move your submissions to the Trash or restore them

It's important to remember that submissions in the Trash are automatically deleted after 30 days if you haven't removed them.

If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

Give it a try and reach out again if you have any other questions.

thank you ma'am for giving me this information but I think that the software will work on the web, but I want to make this application on android app and I want this data to come in jpg along with excel, please tell me something for that

Hi Nishant,

Thanks for getting back to us. , you can Integrate your form with Google Spreadsheets. This could allow you to track changes in submissions. Let me show you how:

1. Go to the top of the Form Builder and select Settings.
2. Select Integrations from the menu on the left.
3. Choose and authenticate Google Sheets.
4. Choose between creating a new spreadsheet and using an existing one.
5. Choose which spreadsheet and worksheet to use.
6. Choose which form fields to transmit to Google Sheets and save your settings.

There are several online tools that can convert Excel data to JPG. You can use online services like Zamzar or Convertio. These platforms allow you to upload your Excel file, select JPG as the format to convert to, and then download your new image file.

Let us know if you have any other questions.