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Bill CollinsAsked on November 18, 2021 at 3:23 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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VincentJayReplied on November 18, 2021 at 8:11 PM
Hello,
Please check this widget that can populate form fields in Excel spreadsheet: https://www.jotform.com/help/442-how-to-use-the-spreadsheet-to-form-widget/
Please check and give it a try. Would that work for you? If you have any questions, please let us know.