Integrated form to collect new client data?

Question

Hi, 
 Is there a capability within Sage Client Management for a new client to input their details directly into Sage or an automated form that directly integrates? 
 This is to save the manual effort of sending a new client questionnaire out via email with a word / excel attachment etc, the client completing this and then the accountant / book keeper manually entering this into Client Management. 
 Thank you

AndyR. · Answer

Hi Jade,

Thanks for your post.

There isn't current a feature for this, but I'd encourage you to put it forward as a suggestion on the product Idea Board, our analysts use the Ideas board when deciding where to make new developments in the software.

Andy,
Sage UKI

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Integrated form to collect new client data?

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