Contacts - Form link for customers to enter their details themselves.
I'm a small business and send up to 15 invoices per week. The time it takes to manually enter each customer's details adds up. It would be great if I can send a link and say, "fill this form out", and a customer contact is created.
What we have been doing is send a PDF form for customer to fill in and return, then we manually enter the info.
Cant believe this hasn't been implemented already. If it has, I can't find it.
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Freya Pieroz commented
I wonder if this could be integrated with a credit request form?
In any case, it would also be pretty cool to be able to send a message once a year with "Have your details changed in the last year? If yes, please use this link to update, if no please ignore/click this other button" - people often forget to update you when their details change, but if you make it easy for them, you're more likely to have the right info when you need it.