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Form Selection for Visits not possible

Hi C4C experts!

I am trying to set up rules for selection of the visit summary but the only form template i can configure rules for is Sales quotes. I can´t find any other options in the dropdown. Have i missed any settings?


Fredrik Stennert

Former Member

Hi Fredrik,

Rule-based form selection for Visit Summary is currently not supported - it is currently in our product backlog for consideration in a future release.

Best regards,


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