Internal Only Surveys/Forms
What is an internal only survey or form?Internal surveys can be used to track information about constituents like training, client services, evaluations, or progress through a particular process, like moves management for fundraising. Internal surveys are not shared with the public and are only accessible by internal…2 min readHow can an internal only survey or form be created?Yes, a new Survey/Form can be setup, so it is only accessible by internal users. When creating a new Survey/Form, on the Survey/Forms Info tab you will find a checkbox titled, “Is Internal?” Turning on this setting will update this Survey/Form so it cannot be accessed by outside…2 min readCan internal only survey responses be edited?Yes, anyone with user access to that module and constituent profiles can edit the responses to an internal only survey. Go to the constituent's Custom Forms tab and select the survey to edit from the dropdown list Choose Custom Forms. The form will default to the most recent for…1 min read