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Ideas Hub: Client lists and profiles

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Business details and settings 132 ideas
Catalog creation and management 55 ideas
Client lists and profiles 119 ideas
Client experience (online booking, portal, etc) 259 ideas
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Other 233 ideas

Assign and prompt a client to fill out forms from their profile

It would be nice to pull up an upcoming client and assign them forms. Also to be able to prompt them to fill out the forms by (ReSend) Forms.

1 vote

Jesse Breckenridge shared this idea · Aug 12, 2026 · Report… · Admin →

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