Proposed some urgent enhancements

  1. Additional Data Storage: All data submitted through the form should be automatically added to the "Additional Info" table of the lead/customer, ensuring comprehensive record-keeping.

  2. Email Content: Instead of just sending a notification that the email has been sent, the entire form information should be included in the email content.

  3. Printability: Implement a feature that allows printing of completed forms. Since large data sets often overflow on standard A4 sheets when presented inline, the print layout should be optimized for proper formatting and pagination.

  4. Task Creation: Upon form completion, the system should be able to create tasks assigned to different members. This functionality should support defining distinct tasks triggered from the same form, depending on the data or conditions.

  5. Project Creation: When submitting and validating the form, there should be an option to automatically create a new project associated with the form data.

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Upvoters
Status

In Review

Board
πŸ’‘

Feature Request

Date

7 months ago

Author

Andrei Tornea

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