From time to time, you want to collect information from your membership or get their opinions about topics of pressing interest to your organization. Your website’s Custom Forms give you the ability to accomplish these objectives with ease.
- Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen.
- Click on the “Custom Forms” tab.
- In the “CUSTOM FORMS” window that opens, create specialized forms for your members to complete, including surveys and polls.
- The list of custom forms displays the name and type of each form, how many submissions it has received, the date of its last modifications, and an “Actions” column with icons you can click to edit the form or download any data submitted to it. If your list of custom forms covers more than one page, click on the right arrow above the list to move to a later page, the left arrow for an earlier page, or a page number to go directly to that page.
- To sort the list by one of the categories of information, click on a column name or the pair of arrows to the right of the name. By default, the records sort in ascending order. To change the sort to descending order, click on the pair of arrows again. Each time you click on the arrows, the sort order changes. You can identify the sort order by which of a pair of arrows is dark gray. When the information sorts in ascending order, the arrow pointing up is dark, and vice versa. On unsorted columns, both arrows appear in light gray.