Ashley DeBon: /* Event Forms */

2026-07-17T07:40:04Z

‎Event Forms

Ashley DeBon: Created page with " == Event Forms == === What are Event Forms? === Event Forms are custom forms tied to an account—used for visits, orders, surveys, and other company workflows. === How to..."

2026-07-15T09:14:05Z

Created page with " == Event Forms == === What are Event Forms? === Event Forms are custom forms tied to an account—used for visits, orders, surveys, and other company workflows. === How to..."

New page

== Event Forms ==

=== What are Event Forms? ===

Event Forms are custom forms tied to an account—used for visits, orders, surveys, and other company workflows.

=== How to navigate ===

'''[[Accounts]]''' → Event / Event Forms action
or '''[[More menu]]''' → Event Forms

=== Using Event Forms ===

# Open Event Forms on an account.
# Select the form to fill out.
# Enter required fields.
# Save/submit the form to the account history.

=== Features include ===

* '''Form list''' – Company-defined event forms.
* '''Fill and submit''' – Capture structured visit/order data.
* '''Account history''' – Submitted forms stay on the account.
* '''Appointment integration''' – Some forms can start/treat as appointment based on settings.

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 == Event Forms ==
+[[File:App_Event_Form_Option.png|200px|thumb|right|Callproof Mobile Event Form Option]]
 === What are Event Forms? ===

Mobile Event Forms - Revision history

Ashley DeBon: /* Event Forms */

Ashley DeBon: Created page with " == Event Forms == === What are Event Forms? === Event Forms are custom forms tied to an account—used for visits, orders, surveys, and other company workflows. === How to..."