Thanks for looking.
Here is my conundrum.
I have created a new contact module that I am calling VISITORS.
I capture Name, Email, Phone and 3 other custom fields on this form.
Each of these VISITORS will request information about the ACCOUNTS in our system and the products they are offering. We give them a physical checklist, they tick the ones they are interested in and we give them (pdf brochures).
I want that checklist to be a form in the VISITORS module or a FORM we can associate in a one to one relationship with the VISITOR.
Until we offer the form online, our admin will quickly tick which ACCOUNTS they requested brochures from.
Every Monday, I want a report run for each ACCOUNT that goes to the CONTACT in the ACCOUNT that provides the VISITOR details of all those who requested information from…
Anyone have ideas here?