Edit the intake form
Is there a way to edit the intake form?
Would like to present the selection criteria as bullet points ...
Would like to present the selection criteria as bullet points ...
Yes, you can edit the intake form. Navigate to the 'Form: Investment Inquiries' editor from the left navigation. You can customize the fields/questions of the form, including adding bullet points for selection criteria.
Not clear - the options are only adding questions fields
The description doesn't have a formatting bar like this
The description doesn't have a formatting bar like this
Hi
@Gaston Bilder
Right now only questions are used for customization, but this is a reasonable request for a text field. Thank you!
Right now only questions are used for customization, but this is a reasonable request for a text field. Thank you!