There are two ways to store your customer records when using the FormConnect Pro+ app. The first way is by storing all your records inside the form you created. This is the most popular way and by using this method, you can view every form that you have ever filled out by tapping on the record. The second way is to clone your form template and rename it with the customer’s name. The advantage of this approach is that you don’t commingle customer records. The only records that are contained within this form are the ones associated with this particular customer. Doctor’s offices tend to prefer this approach as it is similar to the way they manage their patient paper records by storing them inside of manilla folders.
