New record dialogs

I'm wondering if having the ability to create custom forms for entering new deals, people, organizations would be helpful to users. 

Rather than presenting all the fields at once in a single pallet creating more of a guided entry experience and being able to ask questions about the data they are entering and skipping things that wont be entered in specific situations. 

Something tells be that presenting 4 or 5 fields at a time and then having a next button would be a better experience. 

It could also allow for showing examples of how data is to be formatted with our own custom examples we could input in the dialogue. 

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

    You can potentially create a custom form on a third party [ie: jotform} and integrate that into PD

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited March 2021 #3

    You can potentially create a custom form on a third party [ie: jotform} and integrate that into PD

    Yeah, I actually made the suggestion we could put something at our website for people to enter the info internally that was a bit more user friendly. tanks for suggesting jotform.