Name of Originator
We have several CSRs using Zentake and who are sending out forms to their respective clients. It would be beneficial to associate a client with their CSR so when forms are sent and received, 1) the outbox and inbox can be sorted/grouped by CSR to quickly find their clients, 2) Completed form email notifications can be send to entire group, the admin and CSR, or just the CSR. 3) Archived client forms can be sorted by designed CSR. Perhaps, when generating the form or packet to send out, there can be a dropdown with the CSR’s name (or email) who is set up as a Zentake user. If a form is completed using a link or embedded link, perhaps those forms are received unassigned, but can be assigned manually by the admin or user when the completed form is received. Please feel free to contact me with questions. Thank you for considering this feature.
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Comments1
Rose Astrometry
Aug 21, 2025
Is it possible to send more than one reminder if a sent form has not be filled and returned?