Collaborating With Other Users

The FormConnect Pro+ app supports collaboration. Collaborating is when two or more users are working on the same project and or have access to the same customer record. There are many business scenarios where collaborating is required. A healthcare facility where doctors, nurses, and administrative personnel all need access to the patient’s records. A law firm where the lawyer, paralegal, and secretary have access to their client’s files. A service organization where the manager, supervisor, and the technician can access a customer record.

Collaborating means syncing a filled out form or record to Apple’s iCloud and then syncing it to another user so they have access to it when they open the FormConnect Pro+ app. Why would someone need those records on their device? You might be filling in for someone else and want to review previous customer visits. You may be working jointly on a project and need to update an existing record.