Selecting A contact in a form

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    Bill Collins 
    Asked on November 18, 2021 at 03:23 PM

    I want a form that can bring up a client with other information

    then continue to fill out the form and then emailing it to client

    Note: I want the client information to come up after I select them from my contacts

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    Answered on November 18, 2021 at 08:11 PM


    Please check this widget that can populate form fields in Excel spreadsheet:

    Please check and give it a try. Would that work for you? If you have any questions, please let us know.