Q: Things I would like to know
Clients:
1. Is it possible to add a field, such as one for the client's birthday or other additional information, in the clients' section?
Forms:
2. Is there any way to change the type of question (e.g., from multiple choice to radio button) without having to recreate it?
3. Can I add a section for explanatory notes to provide more details?
4. Can I divide forms into sections or pages so that questions are more progressive and do not overwhelm the user?
Services Section:
5. How can I add free services where clients receive a product at no cost, while also using it to conduct a survey?
Role Permissions:
6. How can I have more control over role permissions to prevent certain employees from accessing sensitive features or information (such as the services I offer and their prices), as well as limit what the client is allowed to see?
Rashik_AgencyHandy
Mar 12, 2025A: Hey, apologies for the late reply. This somehow slipped.
1. We are planning on bringing custom fields which will let you do this but it isn't available right now.
2. You will have to delete that section and create a new one.
3. Yeah you can just add a section for small paragraph in the end and ask for any additional info
4. We are working on a section and page break now. Once it is live then you will be able to do it
5. You will have put in a pricing but we are bringing a 100% coupon code. You can let clients use a free trial version
6. We don't have any immediate plans of making the role permissions custom. You can just keep them as employee/assignee and they will only get to access to tasks. Only admins have access to service, price, clients etc. Client access control will come in near future