Intake Forms Linked to Existing Contact/Lead Should Pre-Fill
E
Edon Valdman
When creating a link to an Intake Form for an existing Contact/Matter/Lead, the form should load with all existing info pre-filled. As it is now, it always loads fully blank, leading users (both firm employees and clients/leads) to think they need to fill in all of the fields, even for info we already have. Why can't these pre-fill? This would be EXTREMELY helpful!
D
David
This and the request here https://lawcus.canny.io/feature-requests/p/issue-with-filling-out-form-linked-to-existing-lead should work together.
R
Rotem Tamir
Agreed! It creates new referrals for us when it does not auto populate