Covers the basics of template creation, including template reports and multi-record templates.
Polished Public Forms (Styling with templates)
In today’s webinar, we showcased a new feature with public checklists and discussed some of the creative ways that SAM Admins have implemented public forms for their clients.
Visibility for public checklists
Public forms with a sidebar - like a client portal!
Public Form Setups to provide details about another entity type
Styling with templates
In today’s multi-record webinar, we covered the how and why of these special tables, how to create new ones in your SAM system, and a trick to get around restrictions for these tables on reports and templates.
Let’s talk about ways to use SAM to communicate with clients and staff!
Exporting email addresses
Fingers crossed for a peek of SAM’s updated template designer
And, let us know what you’d like to see soon