Kizeo Forms users can transfer forms to other users of their account. Step1: Activate the transfer option. Go to the Form options of your form. In the Mobile tab, check the Allow data transfer between users. The activation of this option will display a new Transfer button in the mobile application as well as on the web entry.
Transfer of data between users of the same account (mobile to mobile)
How to create or add a new user
How to add users to your account
Understanding and using the Filtered list
Filter your external lists according to your users with a filtered list. A filtered list shows certain elements of an external list according to the information that is in the user files. This is a " filter" for your lists. Example. You are the manager in a biscuit and confectionery franchise. You have created a list showing the full range of your biscuits, however your franchisees do not have access to all of your products. This [...]
Understanding the Users page
In your Users page you can create and manage your User, Group leaders and Administrators.
The External List Page Now Has A New Look!
The External Lists page in your Back Office is getting better! Indeed, we added new features to simplify the use of external lists and plus it looks way better!
How To Use The External List Page
From the external list page, you can create, modify, and delete your external lists, as well as manage their rights.
How to calculate the number of lines in your table ?
This Kiz'Tip comes along with the new «Near Miss Report» form available in the library so that you can see a specific example. Feel free to download this form! Have you ever wondered how many lines you have in your table after you collected your data? How to make this figure appear in your customized report? Well, it is possible to set your Kizeo Form once so that you won't have to worry about it anymore. How to calculate the number of [...]
Your Kizeo Forms application is now available in Portuguese!
As we are present in 38 countries, Kizeo Forms is available in several languages, which are:
Email templates and redesign of the Users page!
With the last update of your back office, the Users page has been completely redesigned and, following the multi-export, you can now configure several scenarios of email with their own custom reports! The email template! From now on, you have the possibility to set different email template.
The Customizable User Fields
Customizable user fields are used to add other fixed values to each users. They allow you to play on the visibility of your elements and sort your lists according to the profile of the user. You are a manager of a sales department. Your salesmen have visits throughout France. You want to reduce their prospecting lists to only see their leads. Moreover, in order to approve the purchase order form, the signature of a manager is necessary.
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