Form Director Newsletter for the month of January_2023

 

Form Director - Jivrus Technologies




Form Director Newsletter for the month of January 2023

Form Director updates


  1. New Application Integration Launched - WebEx, users can create meetings, add registrants to the meetings and send messages to the room on form submission.

  2. Custom Fields Support for Zendesk.

  3. Introducing new entities in Copper. Users can now Create and update leads, people, projects, tasks, opportunities and companies in Copper


You can see what is happening with the Form Director by following the What’s New page.


The User of the Month - January 2023


Congratulations Marieta Kovacheva for being selected as the user of the month of January for Form Director. Marieta has been a user of Form Director since May 2021. 

This is what Marieta feels about Form Director:

“Amazing app that helps me superbly with filling out paid leave forms and converting them into paid leave applications - ready for the payroll. I'm using it now for more than a year, more than satisfied.

The user of the month will be displayed on the spotlight page of our community website. Please check the spotlight page for more details.

Challenges and Solutions

Challenges faced

“I have a form. When a user enters a phone number to it, I want to match the phone number with the data in a Google Sheet and the details on the Google Sheet should be emailed to the customer ”.

Is it possible?

Solution

We already have a feature to fulfill Nick Khan’s use case. We suggested Nick use the Lookup field mapping in the Form Director which will help him. That’s it; now everything is working fine for Nick.

Have a look into Lookup field mapping feature in Form Director website @ https://formdirector.jivrus.com/features/mapping/lookup-mapping-type

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