Workflows for a potential client
Client report creation including charts and links
Subforms and conversion mapping
Form editing
Merging of Zoho reports and Writer for multiple documents
Application pack set up in forms
Configuration with Zoho Sign for electronic approval process
Establish a process for multiple sign off on application approval
Field tracking, audit logs and timeline details
Cloned and mapped multiple forms
New modules for agreements and accreditations
Project Milestones, Tasks and Gant Chart
Updated fields with previously logged data