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  1. Contacts - Form to request & capture details of a new customer or supplier

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    submitted  ·  7 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Jake Sutherland commented  · 

    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.

    Jake Sutherland supported this idea  · 
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    Jake Sutherland commented  · 

    I agree! 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.
    Instead, we send a PDF form for them to fill in and return, then we manually enter the info. Surely its not that hard. Cant believe this hasn't been implemented already. If it has, I can't find it.