內容簡介
kosubmit portal lite 是一款連結 Forminator 表單與客戶管理的外掛，能將表單提交轉化為動態儀表板，讓管理員、員工和客戶能夠互動並有效管理提交內容。
【主要功能】
• 角色基礎存取：為管理員、員工和客戶提供專屬儀表板
• 工作流程追蹤：透過專業狀態管理提交進度
• 員工指派：將特定提交指派給員工以提升管理效率
• 文件中心：客戶可直接上傳所需文件
• 內部溝通：為提交添加私密備註以保持團隊一致
• 自動通知：狀態變更和文件上傳的基本郵件提醒
外掛標籤
開發者團隊
原文外掛簡介
kosubmit portal lite is the missing link between Forminator forms and client management. It transforms form entries into a dynamic dashboard where Admins, Staff, and Clients can interact with submissions.
Why use kosubmit portal lite?
If you use Forminator for applications, orders, or intake forms, you likely struggle to manage them after submission. kosubmit portal lite solves this by giving every entry a “Status,” an “Owner,” and a secure dashboard “Home.”
Core Features:
Role-Based Access: Dedicated dashboards for Admins (overview), Staff (assigned tasks), and Clients (submission history).
Workflow Tracking: Move submissions through professional statuses like “New,” “In Process,” “Awaiting Docs,” and “Complete”.
Staff Assignment: Assign specific entries to staff members for better team management.
Document Center: Clients can upload requested supporting documents directly to their specific submission.
Internal Communication: Add private staff notes to entries to keep your team on the same page.
Secure & Private: Clients only see their own data; Staff only see their assigned work.
Automated Notifications: Basic, professional email alerts for status changes, document uploads, and staff account creation.
Pro Features (Available at kreativekabbage.com):
QuickBooks Online Integration: Automatically generate Customers and Invoices from form submissions.
Custom Email HTML & Branding: Edit notification templates, inject your logo, and use dynamic variables in subject lines.
Client Data Export: One-click CSV exporting for your entire client list.
Printable Records: Generate clean, professional, printer-friendly views of submissions.
Advanced White Labeling: Full control over colors, fonts, and branding to perfectly match your agency.