Why it matters
Forms are often used to collect inbound leads, enquiries, or structured information from customers. While forms cannot be created or edited in the mobile app, mobile access allows you to review existing forms and submitted data while away from desktop.
Key Concepts
Form: A structured set of fields used to collect information from contacts.
Form submission: A completed form submitted by a contact.
View-only access: Mobile access that allows reviewing forms and submissions without editing them.
Step-by-Step: View Forms on Mobile
Open the Whippy mobile app.
Tap More in the bottom navigation bar.
Tap Forms.
Step-by-Step: Review Forms
View the list of forms available in your organisation.
Scroll through the list to find a specific form.
Tap a form to open its detail view.
Step-by-Step: View Form Submissions
Within a form, review submitted entries.
Tap an individual submission to view its details.
Review submission information, which may include:
Contact details
Field responses
Submission date and time
Tips and Best Practices
Use mobile form views to quickly review new leads or inbound enquiries.
Follow up on form submissions by opening the associated contact or conversation.
Use desktop to create, edit, or publish forms.
Regularly review form submissions to ensure timely responses.
Troubleshooting
Issue | Possible Cause | Fix |
Cannot create or edit forms | Mobile app is view-only | Use the desktop app to manage forms |
Form not visible | Permissions or filters applied | Check access level and form visibility |
Submission details missing | Incomplete form submission | Review the form configuration on desktop |
Cannot follow up from form | Contact not created | Check form settings for contact creation |