The objective here is to create an online form that customers use to fill out the customer satisfaction survey, which will be attached to each customer's customer record:
- Return to the custom record by going to Customization | Lists, Records & Fields | Records Types, then select the NPS survey custom record.
- Go to the Online Form tab:
There are two options, New Online Form and New Online HTML Form. The online form is a cookie-cutter form with limited opportunity for customization. The online HTML form, however, gives you complete control to create an online form that looks ...