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Prepopulating fields, data management and fun, oh my!Asked by KeysDiver on February 21, 2014 at 08:57 AM
Alright...ANY help or reference to reading material would be awesome! There are two parts to my question.
We run a dive shop, and the reservation process looks something like this:
1. Collect the diver's basic information (I'll call this FORM 1)
2. Have the diver fill out a liability waiver that we've printed for them, and have them sign it (FORM 2)
3. Input ALL of that information into our POS system
My first question: How can we go about prepopulating FORM 2 with FORM 1 information at our request?
Second question: Is it at all possible to export FORM 2 information into a format that would allow us to upload (in bulk) our diver information into our POS/client management software (EVE)? Sort of like Solve360, I guess. Or maybe something custom built.
I appreciate your help and would happily offer more details if you need it.
From what you describe, you can create one form that collects the diver's basic information and then create an email notification that will contain the liability waiver with the diver's informations to be printed and signed. You would manually insert the liability waiver text:
The email notification received:
You can then print it.
Feel free to clone this test form I created, to use or to understant better:
Also for your 3rd question we have Solve360 integration:
Kindly let us know if you need more assistance.
You could make two pages form with page breaks but to be in the same form so You could use
dependencies logic for the forms
You could do this like this :
If your POS is using Clipper or C++ then... you need a programer - and a skilled one!
but it`s possible and it would be really nice, say export the form to .CSV and put that csv file on server from where the POS would pull the data to it`s internal system...
Ahhh - I love you guys. I'm working through the options right now, but you've both answered my question and I'm stoked about that.
Imagine a basket full of kittens sliding down a rainbow -- my excitement is twice that! So thank you!
:D My cheeks just becomed red as
Amy Pond`s hair ...
Glad to hear that! Let us know if we can be of more assistance.