Changing the Add New Client Questionnaire

Customizing the add new client form

This feature allows users to create a customized questionnaire and include all the sections they would like. By using these clients, users can avoid sending multiple questionnaires to collect the information.

Upload a Questionnaire

1. Navigate to 'Setup' and click 'Knowledge Base',
2. Select 'Questionnaire Template' under 'Questionnaire Templates'.
3. Select the 'Add Client Questionnaire' button.
4. Create a questionnaire name and select any sections you want to include below. Click 'Save'.
5. Click 'Subsections' to set the sequence of each section, then click 'Fields' to select the fields that appear in each section.
6. Select if the field is mandatory or read-only on the right side of the field name and click 'Save'.
7. Again, click 'Save and Preview'. Review the form, return to the subsection menu to make any changes, or click 'Save' to save the questionnaire.
8. Open the 'Client' link in 'Advanced Settings', then select 'Client Creation Questionnaire'.
9. Under the Client Creation Questionnaire section, click the 'Link'. In the pop-up, select the new questionnaire and click 'Save'.
10. When the page renders, the new questionnaire will be linked, and all new "Add New Client" requests will use this form.
11. To remove this questionnaire and return to the default questionnaire, click 'Unlink'.