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Forms - Watermark with Powered by SuperOffice

On a form, there is a Powered by SuperOffice watermark in the top right corner. This is information that the form has been created by and used with SuperOffice CRM. Marketing -screenshot

Forms - Specify default category and business

When creating a new contact and/or company based on the form fields, you can set up the default category and business on the tab for Actions. Marketing -screenshot With this option, you can group the form submissions and new contacts to one specific category and/or business. For example, if you have a form for prospects, you select prospects as your category. You can then easily create selections based on this category and/or business.

Forms - Added request are set with Origin = Form

When setting up a form, you can choose that a request is automatically made when the form is filled out and submitted. The request will have a default setting of Origin = Form as the source. This will make it easier to set up rules in Service for which category or list it will appear in. Marketing -screenshot Once the source is set, it’s easier to group the requests and also get statistics on the number of requests generated (forms filled in) for different forms.

Forms - The form submission shows icons instead of numbers

When using the different rating fields, you get icons to click. Marketing -screenshot On the form submission, you will also see the icon with the rating, so it’s easier to understand what type of rating it is:
  • Stars
  • Dice
  • Thumbs
  • Smiley
  • NPS
Marketing -screenshot