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Friday, October 16 • 2:15pm - 3:15pm
Workflows: Gathering Form Info and Visual Status

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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.

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... Read More →

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

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