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  • HOME_WATT
    Demandé le 2 juillet 2024 à 03:56

    Bonjour,


    Nous sommes une société basée en France. Nous utilisons Jotform pour créer des Fiches clients via Formulaire ou APP ainsi que des fiches de suivi de chantier. Nous rencontrons 2 difficultés majeures:

    • La fiche client (générique) ne peut pas être enregistrée pour être repise plus tard pour plusieurs clients (limitation à 1 à la fois) mais nous sommes 6 utilisateurs différents --> 6 commerciaux et utilisons le même formulaire...comment faire ?
    • La fiche client qui s'enregistre est notifié à l'adresse du compte principal même si nous envoyons un formulaire assigné.

    Pourriez vous nous contacter afin de trouver une solution?


    Dans l'attente nous vous souhaitons une belle journée.

  • Silvano Jotform Support
    Répondu le 2 juillet 2024 à 06:11

    Hi HOME_WATT,

    Thanks for reaching out to Jotform Support. Our French Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in French, let us know and we can have them do that. But, it might take a while until they're available again.

    Now, coming back to your question, Can you explain a bit more about the issue, so I can get a better idea of what's happening? But if you are referring to avoiding the same user from filling out the form multiple times, you can enable Unique Submissions. Let me show you how:

    • In Form Builder, click on Settings in the orange navigation bar at the top of the page and then click on Show More Options.
    • Now, in Form Settings, scroll down and select the field that you want to be the basis of the uniqueness of the submission. In most cases, the email address is normally selected.  Configuration Image 1 Screenshot 20

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better? Also, with regard to your second question, can you tell us more about what you are trying to achieve?

    As soon as we hear from you, we will be able to move forward with a solution.

  • HOME_WATT
    Répondu le 2 juillet 2024 à 10:46

    Hi,


    No pb for english explanations.

    We are using Jotform as a Technical description form for our sellers. In that way we have 6 sellers. Each sellers need to open several same form ( the same one but 3 or 4 times) because he need to save and come back on it after the visit, then save it and open it one more time after the price allocations etc....

    The question is more:

    • Can we open the same form for several customers in the same time
    • Can we have all the results into the same table
    • how?

    Thanks


    BR

  • Reymae Jotform Support
    Répondu le 2 juillet 2024 à 13:05

    Hi HOME_WATT,

    Yes, you can access and fill in your form at the same time with different data and all form submissions will be complied on your Tables. Check out the screencast below to see my results:

    Configuration Image 1 Screenshot 20

    Let us know if there’s anything else we can help you with.

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