Campbell Starky (Customer) asked a question.
Importing data from a pdf form (or xml if that's easier) to a new card
We have a PDF form that we use internally on when we get cold calls from potential new clients, before we create a card and open a new matter. We find that to be a much easier way to handle first contacts than opening a new matter while the client is waiting around on the phone. I was just wondering if there is a way to automate copying the data from that form into a new card once we decide to open a card and a matter.
I haven't actually checked, but I assume that XML or some other data format could easily be pulled out of the PDF if that makes this easier/possible.
Hi @Campbell Starky (Customer),
Happy New Year & thank you for posting on LEAP Community Discussions.
Unfortunately, it is not possible to import/automate a form to create a new card within LEAP.
We recommend that you make this suggestion to our ideas hub where this may be viewed and discussed with other users and our product team for future consideration.
Click here to visit the ideas hub.
Let us know if you require further assistance.
Best regards,
Sebastian.