Module 1: Accessing Your Default View on the Forms Tab

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• Module 1: All Forms view vs. Forms on Journey

  This guide provides step-by-step instructions on how to access forms within individual journeys and through the All Forms View in the Practice Axis CRM. Accessing forms within a journey lets you review the form associated with a specific journey. ...

• All Forms view vs. Forms on Journey

  This guide provides step-by-step instructions on how to access forms within individual journeys and through the All Forms View in the Practice Axis CRM. Accessing forms within a journey lets you review the form associated with a specific journey. ...

• Module 2: How to set up the best view to sort on the Forms Tab

  How to edit the columns in All Forms or Surveys View? Go to CRM > Forms tab or Go to Surveys > Participations tab. In the top-right corner of the screen, click on the 3 vertical dots (more options) which will allow you to customize the fields ...

• Module 2: Editing on Forms View after form is submitted

  Introduction: At times, errors or incomplete information can occur when filling out appointment request forms. In this comprehensive guide, we'll walk you through the process of editing information in the CRM after an appointment request form has ...

• Module 2: How to Edit Your Forms

  Practice Axis offers a streamlined process for updating forms, ensuring your administrative tasks remain efficient and accurate. If you need to modify a form, such as the self-advocate appointment request form, here's a step-by-step guide on how to ...