Hi Monday Community,
I have a questions about forms. I have had some good experience using the for my hiring staff process. It saves a lot of time filtering out all the time wasters dropping in a resume.
- I can ask the questions I want to know the answers to and don’t have to sift through resumes.
- If they can’t be bothered filling out the form they don’t want the job.
I would like to use the form format when planning for a customers private function/event.
I typically need information such as:
- Food requirements
- Drink requirements
- Number of Guests
- Start time
- Finish time
- Music requirements
The thing is I don’t want to send out a blank form to the customer to sort through all our emails and figured out everything we agreed on prior to booking the event. We have most of the information already from speaking to them when selling the venue and taking notes as we go.
I would like to send the customer an Email(preferably automated) that says something like “Hey, in preparation for your event could you please follow this “link”, check all the details are correct and fill in anything we have missed”
The customer would click the link and be presented a monday style form however all the details we have on them are already pre-filled and they are just filling in any blanks or adjustments. For example it might say:
- Number of guests: 60
And they decide they want to change that to 70 because of some unexpected +1’s so they update that and it updates on our board.
So I guess my questions is:
Can I use monday forms to adjust an existing item on a board or are they only set up to create a new item every time?
If no, my follow up question is:
How would you achieve something like this?
Looking forward to hearing your thoughts.