Internal Only Surveys/Forms

What is an internal only survey or form?
Internal surveys can be used to track information about constituents like training, client services, evaluations, or progress through a particular process, ...
Tue, Jun 23, 2026 at 9:52 AM
How can an internal only survey or form be created?
Yes, a new Survey/Form can be setup, so it is only accessible by internal users. When creating a new Survey/Form, on the Survey/Forms Info tab you will find...
Tue, Jun 23, 2026 at 9:54 AM
Can internal only survey responses be edited?
Yes, anyone with user access to that module and constituent profiles can edit the responses to an internal only survey. Go to the constituent's Custom F...
Tue, Jun 23, 2026 at 9:55 AM