To use the customer update form, there is a specific step-by-step process that must be followed.
⚠️ The External Forms module is not included in the Ploomes Basic plan. It is an additional module that can be purchased separately.
How to create the customer form?
Go to Administration > External Forms.
Go to the Customers entity > click “Menu” > click “Configure external forms”.
When creating a new external form, select the Update Existing Customers type.
You can customize the form with the logo of your choice, set a name and description, and choose a background color.
Under Form Fields, add the fields you want the form to update in the customer record.
After saving the form, you can share it. Individual links are generated for each customer record and can be found within each customer under the External Forms tab.
Go to the customer record you want to update and click “External Forms.”
Simply enable the form you want to use for the update:
Share the link to update the customer record:
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