Manage Forms and Jobs

This comprehensive guide explains the Form configuration and Jobs functionality in Thriwin CRM, detailing how users interact with forms and access related jobs.

Form Configuration

• Description:
  • Forms are configured in admin settings for different activities
  • Mandatory field completion required
• Screenshot: (Screenshot 1: Form configuration in admin settings)

• Key Points:
  • Required fields must be filled
  • Users cannot skip mandatory fields
  • Configuration varies by activity type
• Screenshot: (Screenshot 2: Sample activity form with required fields)

Key Form Characteristics

• Mandatory field validation
• Prevents form submission with incomplete information
• Ensures data completeness and quality

Jobs Functionality

Deal Jobs

• Description:
  • Accessed through activity-related jobs section
  • Displays deals specific to activity participants
• Screenshot: (Screenshot 3: Jobs section with Deal option selected)

• Key Features:
  • Filters deals by participants involved in the activity
  • Shows only relevant deals
• Screenshot: (Screenshot 4: Click on deals in jobs section)

Click on deals in jobs section to open deals list filtered by participants

• Screenshot: (Screenshot 4:Deals list with participant filter applied)

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Product Demo Jobs

• Description:
  • Opens in a new browser tab
  • Displays comprehensive product list
• Screenshot: (Screenshot 5: Product Demo jobs section)

• Key Features:
  • Full product catalog view
  • Separate tab for easy navigation
• Screenshot: (Screenshot 6: Product list in new tab)

Common Issues and Troubleshooting

• Issue 1: Unable to submit form
  • Solution: Complete all mandatory fields
• Issue 2: Cannot see specific deals
  • Solution: Verify participant details in original activity

FAQs

• Question 1: Why can't I skip required fields?some text
  • Answer: Mandatory fields ensure data completeness and system integrity
• Question 2: How are deals filtered in the Jobs section?some text
  • Answer: Deals are filtered based on participants from the original activity

Important Considerations

• Form configuration is managed by admin settings
• Jobs provide contextual access to related deals and products
• Designed to streamline user workflow and information access

Need More Help?

• Contact Support: Reach out to Thriwin CRM support team for detailed assistance with form configuration and jobs functionality.

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