Here's what I'm envisioning: A separate dashboard where we can view all

  • Charles Jenkins
    Asked on May 11, 2022 at 2:04 PM

    Here's what I'm envisioning: A separate dashboard where we can view all of our form submissions (applications, contact form, product waitlists, demo sign-ups). We would like to assign reps and attach notes that are easily accessible/viewable on the contact's page. Is this possible?
    Will be submitting a support ticket to see if what I'm envisioning is possible. Or perhaps there's a better way to accomplish this? All of our forms are currently in Jotform and our reps are using a Google Sheet to view submissions. They're unable to make edits to the sheets without resetting the integration.
    Any ideas on how to make this easier for them?

  • Rhina JotForm Support
    Replied on May 11, 2022 at 6:08 PM

    Hi Charles!

    Thanks for reaching out to Jotform Support.

    Below are the functionality for the integration with Salesforce

    Use this integration to

    • Add new company leads
    • Add new contacts
    • Add new accounts
    • Connect any custom object

    Unfortunately, creating a separate dashboard is not currently an available functionality. Before we submit this feature request, can we ask for a screenshot of exactly what you want to achieve so that we can better understand the requirement and possibly share it with our developers? If possible please send us a short clip.

    Looking forward to assisting you with this.

    Thanks Charles!