Inbox: How to change the header from "submission" to the name field?

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    laurahickman
    Asked on March 30, 2021 at 06:26 PM

    From our main inbox, we used to have the patient name on the left side of the screen to easily navigate which form we wanted. Now all it says is "submission xyz". This makes it frustrating to easily pull up the form we want. How do we change that??

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    Laura_L
    Answered on March 31, 2021 at 01:53 AM

    Hi,

    You can adjust the title for the submissions from the Inbox settings.

    1. Click on the three dots on the Inbox tab
    2. Open Inbox Settings
    3. Set the "Select field to use as header" in the Header settings to be the name field of your form.

    1617169905_60640df11c4d1_inboxheader.png

    Let us know if you have nay further questions, and we are happy to help!