We made it very easy to include ‘updatable’ fields on the document. Refer to “Form Details” in the user guide for more information. The ticket would be linked to existing customer (assuming you configure it that way).

Another good example would be, if you would create a static link for “Tickets” and have your customers fill out, which would then create new ticket in your system.

Furthermore, you can have a “static” link that you send to your new customers directly from the email and when filled out – new contacts will be created. For example, you can c reate a “Contact form” and you can send to your new customers and ask to fill out and the data will flow into VTiger. In addition, you can create new records using the same form. ) on the document (those fields would be defined by you) and as the recipient signs/accepts the proposal – those fields will then flow back into VTiger. For example, if you send a proposal via online document, the recipient fill in certain fields (e.g preferred start date, special requirements. In addition to viewing the information from VTiger on the online document, you can also request the recipient to update certain information(fill out form).

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