Editing Form Submissions in TIEIT

Overview

Managing your form submissions is now easier and more efficient! TIEIT allows you to edit form submissions directly, ensuring your CRM and billing records stay consistent. Whether you’re fixing typos, merging duplicate entries, or updating details, this feature helps you keep your data accurate and up to date.

In This Article

Why Edit Form Submissions?

Picture this: A client submits their company name as ABC Inc., but your CRM already lists ABC Incorporated. Without editing, this creates duplicate entries, causing unnecessary confusion. With TIEIT's submission editing, you can merge entries or correct details, keeping your CRM and transactions streamlined.

How to Edit Form Submissions in TIEIT

1. Access Submissions

   1. Go to the Forms module, select your desired form, and click on it opens the Submissions tab.

      

2. Open a Submission

   1. Choose the submission you want to edit. The details will appear in a side pane.

      

3. Edit Submission Details
   1. Update any field, including:
      1. Company Name: Start typing to see auto-complete suggestions from your CRM.
         1. Select an existing company to merge data.
         2. Create a new entry if needed by updating the spelling.
      2. Contact Email Address and Company Email Address
      3. Other fields, including custom fields, based on your form setup

4. Save Changes
   1. Click Save to apply the updates. Changes will sync automatically across TIEIT modules.

How Edits Reflect Across TIEIT Modules

• CRM Module
  • Updated contact or company details will replace existing records or create new entries if needed.
• Transactions Module
  • Invoices and Payments: Changes to names or emails automatically reflect in associated invoices or payment records.
  • Merged entries ensure no duplicate transactions.

Using the Auto-Suggest Feature for Company Names

The auto-suggest feature for company names is designed to save time and improve accuracy by offering intelligent suggestions based on similar names already in your system.

How It Works:

• When you begin typing a company name, the system provides close matches based on existing entries. This ensures consistency and reduces the risk of duplicate records.

What You’ll See:

A list of potential matches appears for your review.

• Confirm a match by clicking ✅ or dismiss it with ❌.

• If no match is found, you can proceed to create a new entry.

  

Learning and Adapting:

• Over time, the system learns from your actions. For example, if you consistently correct a specific entry, the system will recognize this pattern and begin to suggest or even auto-correct similar entries in the future.

This feature not only minimizes manual corrections but also ensures your company records remain consistent and accurate with minimal effort.

Limitations of Form Submission Editing

TIEIT’s form submission editing feature is super handy for tweaking and updating details on the go. But hey, even superheroes have their limits! 🦸‍♂️ Here’s a quick breakdown of the fields that can’t be edited directly from the side pane:

Fields That Aren’t Editable

• Product (Price, Quantity): You can’t change the price or quantity of products linked to a submission.
• Promo Code: Once a promo code is applied, it’s locked in for that submission.
• Attachment: Files uploaded as part of the submission are fixed and can’t be replaced.
• Donation Amount: If donations are involved, the amount entered can’t be edited.

• Recurring Type: Subscription or recurring types are set during submission and can’t be modified later.

  
  

Why This Matters

Understanding these limitations helps you plan your updates better and ensures you’re not stuck trying to edit something that isn’t editable. If you need to make changes to these fields, our support team is here to save the day—feel free to reach out!

Pro Tips for Managing Submissions Efficiently

• Use Auto-Complete for Accuracy

  Take advantage of the auto-complete feature to quickly match existing records and prevent duplication.

• Keep Your CRM Clean

  Regularly review your submissions to ensure consistency across your contact and company records.

• Explore Advanced Form Features (Coming Soon)

  Watch out for future enhancements like version history or field-level edits to further refine your submission management.

Get started with editing your form submissions today to keep your data accurate and organized! Dive into the Forms module and experience seamless updates with TIEIT.