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Former Member

Form Selection for Visits not possible

Hi C4C experts!

I am trying to set up rules for selection of the visit summary but the only form template i can configure rules for is Sales quotes. I can´t find any other options in the dropdown. Have i missed any settings?

BR

Fredrik Stennert

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1 Answer

  • Best Answer
    Nov 03, 2015 at 08:35 PM

    Hi Fredrik,

    Rule-based form selection for Visit Summary is currently not supported - it is currently in our product backlog for consideration in a future release.

    Best regards,

    Arthur

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    • Hi Ulla,

      This is still in our product backlog at this time - for better understanding of the business scenarios we can potentially support, could you please provide additional information regarding the business processes and what types of rules you'd be looking to implement for Summary form template determination?

      Best regards,

      Arthur