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Is there a way for clients to be able to fill out this information as part of an intake form? I would love to give clients an interactive intake questionnaire including a lot of this information.
We have had requests for this feature. I will make sure to add your request to the ticket in order to add priority to this feature request.
@Mr_SALTy Yes!!! We would LOVE an interactive intake as well! @[email protected] any way something like this might be available for next season? We have toyed around with the idea of using a form creater software to create our own interactive intake, BUT something that is built right into Canopy would be AMAZING!!
@Jena_Posey I will absolutely add your voice to my report! I send these requests directly to the project managers involved every week. Thank you for your addition on this request!
SAME. Send a PDF in an Engagement is so not the most streamlined way to do client intake.