Internal Only Surveys/Forms
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
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
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