Why are completed forms not showing on a customer's profile?

Problem

Completed forms are not showing up on a customer's profile. Forms assigned to jobs only appear on the job record. Forms assigned to customer profiles appear on the Customer Record.

Solution

Check form assignment

1. Go to the top toolbar and click Settings .

2. In the side panel, click Operations > Forms.

3. Select a form and click Edit.

4. Verify if the form is assigned to a job or a customer profile.

Verify form completion

Ensure the form is marked as completed. Only completed forms can appear on the designated record. For more, see Find and view job history.

Review job record

1. Search for and go to the job record.

2. Verify if the form is displayed when it is assigned to the job.

Review customer record

1. Search for and go to the customer record.

2. Verify if the form is displayed when it is assigned to the customer.

Assign the form to the customer

1. Go to the top toolbar and click Settings .

2. In the side panel, click Operations > Forms.

3. Select a form and click Edit.

4. In the form settings, assign forms to the customer profile if you want them to appear there.