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NSC | View All Forms Filled Out by Customers

edited Jun 2, 2025 2:38PM in CRM


The user would like to create a search where they can view all those forms that have been filled out by their customers for analysis.


Create a Customer Saved Search and add the Online Form History: Form Name field. Use the Summary Type to group and count the number of customers who used the forms.

  1. Navigate to Lists > Search > Saved Searches > New
  2. Select Customer
  3. In the Results tab > Add the following fields and set the Support Type

Expected output: You can click on the form name to drilldown the search results.



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