Hopefully I can explain this correctly.
We have advisers and clients as contacts in our CRM.
An adviser sits above a client and can have any number of them.
We need to get the adviser to submit an additional piece of information for each of their clients.
I was wondering if there was a way of sending the adviser a form that would be prepopulated with their client names and a field against each so they can submit the required information. Looking to try and make it as hassle free as possible for the advisers to increase the response rate.
Hope that makes sense.
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