Apptimi provides your business with a forms builder, reporting tools, input and editing forms and access management. Our form builder lets you create, edit and share any data from text fields, numbers, contacts, documents and photos.
Link to Contacts, Staff members and auto calculate fields using our easy to use rule builder.
Unlike many simpler forms builders , we support many field types so you can select the right one for your form - From dates, time, select lists (single and multiple choice), check boxes, document and photos, text (single and multi line) and lots more.
We've taken our forms builder to another level - You can add multiple grids or tables to any form. Great for adding detailed items to a form such as individual receipts for an expense item or product orders.
Grids are available on all forms , even for contacts filling in your form externally.
If you share a form with a customer or contact, we will automatically add the contact details to the contact manager.
Every form saved by a customer or contact will build your contact list so that you can communicate back to the contact - You can reply to any form saved by a contact and get clarification or updates.
|Feature||Included||How this works|
Most forms center around contacts - customers, suppliers or members.
Apptimi lets you link forms with individual contacts so that you can easily manage customer data/ With a form field you can build add or use contacts
directly from the form.
Contact fields can be used for membership lists, as a CRM to link activity to a contact or for tracking product deliveries to a contact. Any form can link to any contact in our contact manager.
When importing into Apptimi we will match an email address with contacts in your contact manager and substitute their contact details in place of the email address.
|Staff Selector||Select a staff member from list. Can be used for tracking forms or for work flow and routing for approval. Apptimi can route forms documents to staff members for approvals or notifications - Great for expense claims, travel requests and other approval forms.|
Set reminder dates (like renewal or contract anniversary dates and Apptimi will set a reminder that date (or in advance). Reminders will also display in your team
calendar - Great for follow-up, expiration and other date fields.
For Date of birth Apptimi will automatically calculate the age based on a date entered
|Document Upload||Allows the user to attach and upload a document. You can upload documents of any type to Apptimi. For multiple document upload simply add a document field to a grid|
Allows the user to attach and upload a photo
For multiple photo upload simply add a photo field to a grid. Thumbnail images can be displayed in your reports for any photos uploaded
Build a grid on the form and add unlimited dynamic rows. A Grid or table allows you to embed another form view in your form.
The table is comprised of columns or fields (any of the fields listed on this page) grouped in a single row.
The users can add unlimited rows when the form is run. Grids are used when you need to add multiple items to a form (such as line items in a delivery note or multiple document upload)
|Lists||Within Apptimi you can create lists, each consisting of multiple items. An example is a product list with an entry for each product. You then add a List field to your form, choose the Product list and when the form is run the user will select which product. This provides a powerful form that can integrate with your business processes.|
|Text Fields||Adjustable width and rows. Option to add advanced editor for larger text input|
|Number Fields||Selectable format and range. Apptimi can calculate totals and averages in your reports for number fields.|
|Auto Increment/Seed||Automatic increment of any number field to next value|
|Time Fields||Time input including am/pm|
|Select Lists/Dropdown||Create user selectable lists. Multiple choice option also available.|
|Computed Fields||Add a series of actions to calculate totals,tax and discounts automatically|
|Digital Signing||Need to know who signed a form and when? You can enabled digital signatures on forms to that you have a record of who signed the form and when it was signed. Coming Q1 2018.|