How to setup forms for specific customers or customer groups

To specify or limit the types of forms that can be used with each customer or groups of customers in Skynamo, follow these steps:

1. Login to Skynamo:
   • Open your Skynamo application and log in with your administrator credentials.
2. Add Drop-Down Select Box to Customer Fields:
   • Go to the settings or configuration section.
   • Select the option to customise customer fields.
   • Add a new field and choose the drop-down select box type.
   • Populate the drop-down with the different customer groups you require.
   • Update the field visibility settings, ability to filter, and whether a field value is required.
3. Create Forms for Each Customer Group:
   • Navigate to the forms tab.
   • Click on the "Add Form" button to create a new form.
   • Design the form according to the needs of each customer group.
   • Save the form with a name that clearly indicates the customer group it is intended for.
4. Configure Forms as Visit Forms for Relevant Customer Groups:
   • Once the form has been saved navigate to the form Configuration tab.
   • Select Visit from the Form Type drop down box.
   • Navigate to the This form is available for these customer groups: section and select the customer group(s) that this form should be available to from the appropriate customer group drop down box.
   • Ensure that each form has the correct customer group assigned to it.
5. Save and Review:
   • Save all changes.
   • Review the configurations to ensure that each Form has the correct customer group(s) assigned.

By following these steps, you can effectively specify or limit the types of forms that can be used with each customer in Skynamo.