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WebABA P&G Ideas Portal
Status Future consideration
Categories Clients
Created by Guest
Created on Nov 4, 2022

Auto populate details from intake form into client details tab

When a parent is entered into the contact network tab, WebABA will automatically send a set of intake forms, however, once the intake forms are completed, the system does not autopopulate/pull the info into the details tab, it has to be done manually. It would be nice to have the option in choosing which documents to send and have them autopopulate to the details tab like it does when sending from general documents tab "share new forms" and the client portal "organization tab".
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