Client Survey Send Request Block

Designed for use on auxiliary forms, this block presents the elements needed to select and send an External Form or a Survey.

Configuration Options

  • From Override text box for an email address (default empty)
  • User Can Change From Address
  • Type - a dropdown list of Attorney Related to a Case, Attorney Related to a Training, Client Related to a Case - Matter Aux Form, and Client Related to a Case - Survey Form.
  • Default Survey Process selector
  • Default External Process selector
  • Default Contact Method selector for Email, Manual (Display Link), or SMS (if the site has that module).
  • Send Email on Behalf of Current User checkbox
  • Default SMS - textbox for the default message body.
  • Default Email Subject textbox.
  • Default Email Body textbox.
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