Loading…
This event has ended. View the official site or create your own event → Check it out
This event has ended. Create your own
CRMUG Summit 2015 Content is nearly finalized.   Minimal updates may be made however through mid-September 2015.  
View analytic
Friday, October 16 • 2:15pm - 3:15pm
Workflows: Gathering Form Info and Visual Status

Sign up or log in to save this to your schedule and see who's attending!

This session will demonstrate how to create a “form task” for gathering data from multiple Users at the same time. The business case example will involve sending out a form to each User for an approval and additional data input.

Speakers
avatar for Glen Wolinsky

Glen Wolinsky

Lead Applications Developer, Miller & Martin PLLC
I have been a developer for over 18 years and have been working with CRM for over a year. The main body of my work at Miller & Martin has been in Practice Management system development and implementation along with a great deal of integration-related programming to move our data throughout our systems.



Friday October 16, 2015 2:15pm - 3:15pm
D3