Intake forms for your staff

If your staff have tasks that involve predictable and repetitive data entry, you can save them a lot of time by creating custom forms in CiviCRM to handle the data entry.

You've basically got two options to do this. Just like I explained yesterday about intake forms for your constituents, the main difference between these two is in their flexibility and complexity:

• CiviCRM Profiles: Relatively easy to configure, and relatively limited in the types of data they can handle.

• CiviCRM FormBuilder: More flexible in what you can do with them, with a matching increase in complexity when creating them.

(You could in theory also use one of the CMS-based form builders like Webform or Caldera Forms, but since we're taking about staff users here, I don't see much advantage in going that route.)

My preference:

Once again, I'll usually suggest going with FormBuilder here.

The learning curve is a little steeper, but the extra features will, I believe, make it well with the effort.

All the best,
A.