So i have a form that users can input their leads with. Similar to a CRM except WAY more basic. I already created the form and fields for the initial input of the basic information. here is what i would like to do:
1. Have a place where they can view the information that they have already inputted. on this form will be more detailed information that they can fill out.
2. Would like, on this form, a way for them to be able to track phone calls, or really ANY communications sent.
a. just needs to be a way for them to input what type of communication it was, and auto populate the date and time based on when they input it.
b. need to be able to use this data in reports.
Any help would be MUCH appreciated! thanks so much.