010-07 Fill out form from a profile
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Have you ever wished you could quickly fill out a survey on behalf of a contact? Well, today I'm excited to show you SwiftFox's new quick action that lets you do exactly that. Quick Actions on contact business cards are becoming a fantastic shortcut for engaging with your contacts individually. This new feature allows you to complete surveys efficiently right from their profile, saving you valuable time while maintaining accurate records and streamlining your workflow.
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So let's dive in. First, navigate to your contacts profile and locate their business card. You'll notice our handy Quick Actions menu. This is where the magic happens. When you select serve a Quick Action, you'll see a dropdown menu showing all your available forms. Simply choose the one you want to complete for this profile and fill in the details.
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The results will then be logged in the form and as a post on the profile. And there you have it. A faster way to handle forms in SwiftFox. To explore more about forms in SwiftFox, check out the rest of this course.
Forms
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