Send & Link forms to trips
planned
M
Molly Johnson
planned
M
Many Prawn
Molly Johnson my favorite! :-)
C
Characteristic Sturgeon
100000% agree - any form created by the contact should link to them - so that you can access the information easily for that particular person from their contact page.
It links from the form response to the customer, so why not the other way?
Canny AI
Merged in a post:
Add form (client survey responses) to trip
C
Cyan Zebra
It would be great if there was a way to connect the response of a post trip survey form to a trip.
D
Distant Blackbird
It would be helpful to have any form have the option to attach to a trip
M
Maroon Lobster
Yes! You can’t send forms from a trip! It’s so frustrating. I’ve had to do a lot of work twice because of this
Canny AI
Merged in a post:
Send Forms From a Trip & Have them Linked to the Trip When Complete
M
Modest Ant
V
Viridian Roadrunner
THIS!
Canny AI
Merged in a post:
Form Variable Adjustment
E
Environmental Ladybug
I'd love to see the way the form variable works to be improved. Right now, we can only use those variables when sending directly from a form. I don't see how we would utilize these variables because I honestly am never sending a form directly from a form, they're always sent in conjecture with a trip, so it feels a little like the variable is useless? If it was updated where we could select what form we were wanting to reference, that would be so cool!
E
Environmental Ladybug
This is SO important, and would be such a timesaver. Right now I'm having to pdf from the email, then attach to the documents section to ensure that forms related to the trip are with the trip, and not lost in my library. This honestly feels more important than a few of the group features we've been getting. Or at least as important. I would imagine this is even more important when it comes to group travel.
F
Fuzzy Bison
Agree with this 1000%. I sometimes create a trip before a form has been filled out to keep track after I have had a conversation with that person. Creating the trip as basic placeholder and send the client the form so they can add all the legal name and ages of the travelers would be helpful. Sometimes people get scared of forms if they have a lot of questions before they have even had a chance to talk to the individual.
I'd like to set up a simple trip request form that makes a basic trip, so i can schedule a call and then after the call send a more detailed form for them to update the trip.
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