Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Form Entries and Export
Every submission on the Entries tab, where each type goes, and exporting order-form orders.
Every form submission is listed on the Entries tab, with a link to the order or lead it created.
Overview
This guide covers the Entries tab and exporting order-form submissions.
Who Can Access
Step-by-Step Guide
Open Entries
On the Forms page, click Entries. The cards count the entries by type. Search the entries or filter by type.
Read the list
Each entry shows when it was sent, the form, its type, who sent it, the order or lead it created and its status.
Open an entry
Click View entry to read the answers, or Open record to go to the order or lead.
Where Each Type Goes
- Order: an order, in Orders.
- Contact: a lead, in Leads. The same email can’t send a second enquiry while their lead is open.
- Intake and onboarding: only on the Entries tab.
Export
Click Export Submissions, pick the Start date and End date and click Export CSV. The file downloads straight away. It lists the orders that came from order forms, with the order number, service and client; it doesn’t include the answers or other form types.