The form history can be used when you want to create a survey, with questions and common answers.

To create a new one, please click on the plus sign at the history portal, and choose Forms.

The new form history window will pop up:

First, you have to choose the contact.

Second, you have to choose a form, that you wish to use for this history. To do this, click on the subject field:

Here you will see the previously created forms.

On the left side, you can see the form name, while on the right side you can see the questions and sample answers attached to that form. You can add a new one by clicking on the plus sing. To edit one, press the little red icon in front of the form name.

You can add new questions by clicking on the plus at the questions part:

You can add sample answers as well. These will pop up when you later fill the form.

If you have finished with editing the form, click on the OK button.

You'll return to the new history window, but the form will now be copied to it:

Now you can fill the answers if you click on the yellow fields. If the question has default answers they will pop up.

You can also type in an answer that is not yet listed.If you do this, the next time you use this form, this answer will also pop up at this question.

You can also click the little lupe icon, if you want to zoom in the form.

After you have finished the form You can decide whether you wish to add a reminder to this history item or not. For more information on reminders please read the reminder topic. If you do not wish to add a reminder, you can hide the reminder part of the history, by clicking on the little down arrow icon, just like at the communications history:

If you do not close it down, CRM+ will ask you to fill out the reminder part of the history as well.

Press the OK button to save the form.

There is a form report at the Reports pane of the software:

This can be used to summarize and categorize the answers given to a form within a date period:

You can even choose the creator of the report. This can be useful, if you want to know how many surveys a user created between a date period.

After filling in the required fields, you can click the start searching button.

You will see the report come up in a preview window:

The questions, and the given answers will be grouped, and you can see the percent results as well.

By clicking on the blue continue button, you can decide whether you want to print this report or not.

You can also search by forms. It's used when you want to know who are those clients or contacts that have done (or haven't done) a form, or given a specific answer.

You can find this at the Search panel: