Form Submissions – Customers

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Where can I see the forms that were submitted by my Customer?

1. To see the form submissions of your Customer, go to the ‘Customers’ section.

saphyte customers tab

2. Choose the Customer profile under the Customers List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the customer data. Or just select the customer profile from the customers list.

saphyte search box

3. Click on the ‘Submission’ tab. Under the ‘Submission’ tab, you will see the forms that were submitted by your Customer. You can find in this section the details of the form submitted – the date when the form was submitted, which workflow it triggered, referred by, and the IP address of the respondent.

saphyre submission tab