Two Part Form

  • Profile Image
    mikeagnes
    Asked on July 15, 2015 at 05:44 PM

    I would like to have a two part web form for submissions to Zoho CRM - 

    1- Traditional Contact Form with Name and Email etc with an option to submit the form or continue to part two 

    2- Part two would be passed the name or some other field from part one and collect additional information for a client then submit that entry to Zoho. 

    Is it possible and how do I prevent duplicate submissions by the same user during this session ?

    Can I load the user information based on a field retrieved from the CRM - In a returning user type scenario ?

  • Profile Image
    Jeanette
    Answered on July 15, 2015 at 10:36 PM

    I just answered to your previous question, now I can see a more detailed description of what you are looking for, please find my answers in the same order:

    1. You must follow this guide in order to accomplish the 2 parts form:

    http://www.jotform.com/help/97-How-to-Save-Forms-to-Continue-Later

    2. Our forms can be integrated with Zoho CRM, please check this for more details.

    3 . Duplicate submissions can be prevented by setting Unique Submissions

    4. No, that is not possible.