Form Builder 2.0 includes business logic auditing (meaning that changes to the forms themselves are now audited), extraordinary integration of our content management system and the Form Builder (can you say "flexible call scripting"?), and new navigation tools for use within a multi-tabbed form with many fields.
But there's more!
Included in Form Builder 2.0 are government sharing controls, a whole new Presenting Needs tool for I&R and I&A specialists, an upgraded Client Export Wizard, expanding documentation, and sophisticated duplicate record merging tools.
Now your partnership can benefit from the exact client intake forms you seek, as you need them, when you need them, deployed to exactly who you want to serve.
Douglas Zimmerman
President & CEO, Visionlink