Job Gonzales
Menu
| Philippines
Posts
Support
can i share the order form to a colleague but his view is only the "Orders" tab. his restrictions are: editing the form and sharing the form to others.
You can add collaborators provide access to your team, but please note that the collaborators will have to subscribe to the paid plan using their email account once their trial ends. When you add a team member as a collaborator in the Share page for a form in Neartail, they will have the same permissions as the form creator. They will be able to edit the form, manage orders, collect responses.
If you would like to the team members to only view the orders, you can sync the orders to google sheets and add them as a collaborator in google sheets.
Sun Aug 04 2024
if i have an active plan for example: order forms, then i add a collaborator on the form do i need to pay extra for the collaborator?
Yes, the collaborators will have to subscribe to the paid plan using their email account to continue using Neartail after their trial ends.
Fri Aug 16 2024
Can i change the link to my form that has my company name in it?
Theme settings
Header, footer, logo, theme settings are for your account. These settings will be applicable for all the forms you create using your account. If you would like to update it, please follow the instructions below.
Login to Neartail. Click on the form to open it. Edit page will be displayed. In the Edit page, click on the profile name in the top right corner. Click Change theme. Theme settings will be displayed in the Preview page. Click Page. Enter the required text in the Title (header / account name), Footer option (replaces "This site belongs to..."), upload the logo and click Save.
Create a website
You can create a website for your account and use the website link to collect responses. If you need a custom domain, you can subscribe to the site builder plan that allows you to map your custom domain.
Login to Neartail > click on the form to open it > Edit page will be displayed > click Share > In the Share page, click Website > enter the custom name and click Create website. Please note that once created, the name cannot be changed.
Sat Aug 31 2024
how to add an option to pin location for customer delivery address
Currently, Neartail does not have the option to pin locations for customer delivery addresses. We plan to implement the option to autofill address. This feature is part of the roadmap.
Mon Sep 02 2024
When i try the email function, there is an auto subject on the email but it shows the word "TEST" can this be removed?
How are you sending these emails? Is the email composed by Neartail? Could you please share the screenshot so that we can check this.
Mon Sep 09 2024
| 8 Replies